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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 | $10,910 | $85,171-87.2% | $172,753-93.7% | $72,976-85.0% |
| Participation rate | 25.7% | 70.1%-44.3pp | 82.6%-56.9pp | 69.5%-43.8pp |
| Annual return | 2.30% | 27.32%-25.0pp | 803.00%-800.7pp | 81.02%-78.7pp |
| Employer contribution / active EE | $529 | $3,324-84.1% | $5,144-89.7% | $2,440-78.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $18,425 | $5,880+213.3% | $13,956+32.0% | $5,124+259.6% |