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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 | $12,783 | $100,901-87.3% | $75,501-83.1% | $147,586-91.3% |
| Participation rate | 57.1% | 77.1%-20.0pp | 72.4%-15.2pp | 82.8%-25.7pp |
| Annual return | 2.31% | 35.78%-33.5pp | 27.35%-25.0pp | 578.59%-576.3pp |
| Employer contribution / active EE | $802 | $3,253-75.3% | $2,352-65.9% | $4,876-83.5% |
| Participant deferral / active EE | $1,047 | $4,027-74.0% | $3,142-66.7% | $5,439-80.7% |
| Admin fee / account holder | $27,813 | $11,285+146.5% | $5,801+379.5% | $10,886+155.5% |