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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 | $13,206 | $85,171-84.5% | $172,753-92.4% | $72,976-81.9% |
| Participation rate | 31.3% | 70.1%-38.7pp | 82.6%-51.3pp | 69.5%-38.1pp |
| Annual return | 15.95% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,061 | $3,324-68.1% | $5,144-79.4% | $2,440-56.5% |
| Participant deferral / active EE | $1,061 | $3,260-67.5% | $5,198-79.6% | $3,608-70.6% |
| Admin fee / account holder | $719 | $5,880-87.8% | $13,956-94.8% | $5,124-86.0% |