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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 | $11,175 | $60,128-81.4% | $90,440-87.6% | $79,852-86.0% |
| Participation rate | 51.0% | 65.0%-14.0pp | 72.7%-21.7pp | 69.6%-18.6pp |
| Annual return | 9.93% | 71.95%-62.0pp | 1294.38%-1284.4pp | 31.72%-21.8pp |
| Employer contribution / active EE | $246 | $2,068-88.1% | $3,263-92.5% | $2,471-90.1% |
| Participant deferral / active EE | $1,588 | $2,939-45.9% | $3,964-59.9% | $3,740-57.5% |
| Admin fee / account holder | $1,720 | $3,977-56.8% | $5,615-69.4% | $5,306-67.6% |