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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 | $11,502 | $60,139-80.9% | $90,461-87.3% | $79,856-85.6% |
| Participation rate | 44.4% | 65.0%-20.5pp | 72.7%-28.2pp | 69.6%-25.2pp |
| Annual return | 1.64% | 71.96%-70.3pp | 1294.76%-1293.1pp | 31.71%-30.1pp |
| Employer contribution / active EE | $1,475 | $2,069-28.7% | $3,264-54.8% | $2,471-40.3% |
| Participant deferral / active EE | $964 | $2,939-67.2% | $3,964-75.7% | $3,741-74.2% |
| Admin fee / account holder | $1,400 | $3,978-64.8% | $5,617-75.1% | $5,306-73.6% |