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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 | $11,814 | $60,128-80.4% | $90,440-86.9% | $79,852-85.2% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 7.85% | 71.95%-64.1pp | 1294.38%-1286.5pp | 31.72%-23.9pp |
| Employer contribution / active EE | $804 | $2,068-61.1% | $3,263-75.4% | $2,471-67.5% |
| Participant deferral / active EE | $1,206 | $2,939-59.0% | $3,964-69.6% | $3,740-67.8% |
| Admin fee / account holder | $7,568 | $3,977+90.3% | $5,615+34.8% | $5,306+42.6% |