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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 | $15,707 | $112,935-86.1% | $90,970-82.7% | $158,966-90.1% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 1.65% | 215.79%-214.1pp | 134.58%-132.9pp | 302.95%-301.3pp |
| Employer contribution / active EE | $654 | $2,895-77.4% | $2,122-69.2% | $4,762-86.3% |
| Participant deferral / active EE | $1,345 | $4,129-67.4% | $3,373-60.1% | $5,983-77.5% |
| Admin fee / account holder | $12,037 | $8,045+49.6% | $5,960+102.0% | $11,250+7.0% |