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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 | $18,198 | $102,382-82.2% | $147,005-87.6% | $80,874-77.5% |
| Participation rate | 43.8% | 75.8%-32.1pp | 82.2%-38.4pp | 67.6%-23.9pp |
| Annual return | 10.95% | 134.89%-123.9pp | 418.76%-407.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,785 | $3,715-51.9% | $4,934-63.8% | $2,756-35.2% |
| Participant deferral / active EE | $3,142 | $6,646-52.7% | $8,070-61.1% | $4,297-26.9% |
| Admin fee / account holder | $920 | $7,942-88.4% | $13,006-92.9% | $6,935-86.7% |