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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 | $12,555 | $77,638-83.8% | $156,551-92.0% | $62,881-80.0% |
| Participation rate | 29.7% | 71.2%-41.5pp | 84.0%-54.3pp | 69.3%-39.6pp |
| Annual return | 1.92% | 50.33%-48.4pp | 32.23%-30.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $504 | $3,444-85.4% | $5,501-90.8% | $2,281-77.9% |
| Participant deferral / active EE | $1,008 | $3,046-66.9% | $4,871-79.3% | $3,203-68.5% |
| Admin fee / account holder | $27,495 | $5,561+394.4% | $13,028+111.0% | $4,296+540.1% |