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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 | $17,395 | $52,450-66.8% | $129,397-86.6% | $74,429-76.6% |
| Participation rate | 33.6% | 53.8%-20.2pp | 69.6%-36.0pp | 67.2%-33.6pp |
| Annual return | 10.55% | 15.65%-5.1pp | 9453.98%-9443.4pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $422 | $1,532-72.4% | $4,154-89.8% | $2,625-83.9% |
| Participant deferral / active EE | $1,031 | $2,797-63.2% | $4,167-75.3% | $4,348-76.3% |
| Admin fee / account holder | $1,146 | $2,636-56.5% | $7,679-85.1% | $1,944-41.0% |