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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 | $13,670 | $53,837-74.6% | $75,717-81.9% | $85,856-84.1% |
| Participation rate | 33.3% | 69.1%-35.7pp | 74.8%-41.5pp | 69.3%-36.0pp |
| Annual return | 9.79% | 24.54%-14.7pp | 104.58%-94.8pp | 318.58%-308.8pp |
| Employer contribution / active EE | $891 | $2,017-55.9% | $2,743-67.5% | $2,565-65.3% |
| Participant deferral / active EE | $2,190 | $2,895-24.4% | $3,821-42.7% | $3,952-44.6% |
| Admin fee / account holder | $11,880 | $3,341+255.5% | $3,619+228.2% | $6,261+89.8% |