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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 | $15,681 | $232,540-93.3% | $185,117-91.5% | $147,586-89.4% |
| Participation rate | 27.8% | 82.4%-54.6pp | 77.3%-49.5pp | 82.8%-55.1pp |
| Annual return | 4.03% | 43.03%-39.0pp | 40.50%-36.5pp | 578.59%-574.6pp |
| Employer contribution / active EE | $469 | $5,195-91.0% | $4,182-88.8% | $4,876-90.4% |
| Participant deferral / active EE | $1,527 | $5,834-73.8% | $5,045-69.7% | $5,439-71.9% |
| Admin fee / account holder | $1,324 | $10,275-87.1% | $8,159-83.8% | $10,886-87.8% |