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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 | $12,263 | $60,128-79.6% | $90,440-86.4% | $79,852-84.6% |
| Participation rate | 23.0% | 65.0%-42.0pp | 72.7%-49.7pp | 69.6%-46.7pp |
| Annual return | 7.97% | 71.95%-64.0pp | 1294.38%-1286.4pp | 31.72%-23.7pp |
| Employer contribution / active EE | $326 | $2,068-84.2% | $3,263-90.0% | $2,471-86.8% |
| Participant deferral / active EE | $820 | $2,939-72.1% | $3,964-79.3% | $3,740-78.1% |
| Admin fee / account holder | $4,978 | $3,977+25.1% | $5,615-11.3% | $5,306-6.2% |