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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 | $29,871 | $88,087-66.1% | $164,866-81.9% | $74,546-59.9% |
| Participation rate | 37.9% | 73.1%-35.1pp | 78.6%-40.7pp | 67.2%-29.3pp |
| Annual return | 10.81% | 17.27%-6.5pp | 69.97%-59.2pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $849 | $2,595-67.3% | $4,343-80.4% | $2,624-67.6% |
| Participant deferral / active EE | $2,603 | $4,499-42.1% | $6,033-56.8% | $4,347-40.1% |
| Admin fee / account holder | $1,112 | $2,232-50.2% | $12,689-91.2% | $1,944-42.8% |