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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,399 | $118,877-87.0% | $96,570-84.1% | $167,536-90.8% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.8%-30.9pp | 82.1%-43.2pp |
| Annual return | 1.44% | 50.50%-49.1pp | 37.79%-36.4pp | 478.82%-477.4pp |
| Employer contribution / active EE | $889 | $3,121-71.5% | $2,357-62.3% | $4,839-81.6% |
| Participant deferral / active EE | $1,615 | $4,617-65.0% | $3,849-58.0% | $6,342-74.5% |
| Admin fee / account holder | $1,516 | $8,069-81.2% | $6,182-75.5% | $12,315-87.7% |