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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 | $12,922 | $51,736-75.0% | $120,225-89.3% | $67,986-81.0% |
| Participation rate | 40.2% | 46.1%-5.9pp | 69.6%-29.4pp | 57.2%-17.0pp |
| Annual return | 8.35% | 31.98%-23.6pp | 439.23%-430.9pp | 31.67%-23.3pp |
| Employer contribution / active EE | $428 | $1,071-60.1% | $3,475-87.7% | $2,019-78.8% |
| Participant deferral / active EE | $807 | $2,206-63.4% | $3,999-79.8% | $3,358-76.0% |
| Admin fee / account holder | $1,974 | $4,159-52.5% | $5,696-65.3% | $3,203-38.4% |