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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 | $14,028 | $106,008-86.8% | $92,240-84.8% | $147,586-90.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 3.78% | 50.05%-46.3pp | 176.29%-172.5pp | 578.59%-574.8pp |
| Employer contribution / active EE | $1,260 | $4,333-70.9% | $3,680-65.8% | $4,876-74.2% |
| Participant deferral / active EE | $3,490 | $4,478-22.1% | $3,897-10.5% | $5,439-35.8% |
| Admin fee / account holder | $13,054 | $6,333+106.1% | $5,194+151.3% | $10,886+19.9% |