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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 | $14,988 | $79,223-81.1% | $102,460-85.4% | $74,478-79.9% |
| Participation rate | 55.8% | 74.8%-19.0pp | 76.5%-20.7pp | 67.2%-11.5pp |
| Annual return | 10.83% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,110 | $2,363-53.0% | $3,025-63.3% | $2,626-57.7% |
| Participant deferral / active EE | $2,405 | $4,417-45.6% | $5,056-52.4% | $4,350-44.7% |
| Admin fee / account holder | $15,832 | $2,003+690.4% | $9,460+67.4% | $1,946+713.7% |