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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 | $12,124 | $53,128-77.2% | $86,582-86.0% | $70,126-82.7% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 11.00% | 27.66%-16.7pp | 965.08%-954.1pp | 73.15%-62.2pp |
| Employer contribution / active EE | $247 | $2,068-88.0% | $2,839-91.3% | $2,343-89.4% |
| Participant deferral / active EE | $1,514 | $2,695-43.8% | $3,609-58.0% | $3,332-54.6% |
| Admin fee / account holder | $802 | $3,584-77.6% | $4,904-83.6% | $4,645-82.7% |