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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 | $15,289 | $105,210-85.5% | $159,487-90.4% | $85,851-82.2% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.8%-18.0pp | 69.3%-4.5pp |
| Annual return | 10.47% | 45.08%-34.6pp | 263.71%-253.2pp | 318.63%-308.2pp |
| Employer contribution / active EE | $833 | $3,319-74.9% | $4,831-82.8% | $2,565-67.5% |
| Participant deferral / active EE | $2,604 | $5,946-56.2% | $7,354-64.6% | $3,952-34.1% |
| Admin fee / account holder | $310 | $6,934-95.5% | $10,804-97.1% | $6,261-95.0% |