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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 | $52,581-75.4% | $130,788-90.1% | $64,340-79.9% |
| Participation rate | 40.2% | 46.5%-6.4pp | 70.1%-29.9pp | 55.2%-15.1pp |
| Annual return | 8.35% | 20.39%-12.0pp | 386.44%-378.1pp | 24.14%-15.8pp |
| Employer contribution / active EE | $428 | $1,031-58.5% | $3,558-88.0% | $1,862-77.0% |
| Participant deferral / active EE | $807 | $2,200-63.3% | $4,137-80.5% | $2,980-72.9% |
| Admin fee / account holder | $1,974 | $4,583-56.9% | $6,673-70.4% | $3,703-46.7% |