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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 | $32,407 | $88,137-63.2% | $164,975-80.4% | $74,429-56.5% |
| Participation rate | 48.8% | 73.1%-24.3pp | 78.6%-29.8pp | 67.2%-18.4pp |
| Annual return | 10.89% | 17.13%-6.2pp | 70.12%-59.2pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,020 | $2,597-60.7% | $4,343-76.5% | $2,625-61.1% |
| Participant deferral / active EE | $2,300 | $4,501-48.9% | $6,033-61.9% | $4,348-47.1% |
| Admin fee / account holder | $1,239 | $2,231-44.5% | $12,688-90.2% | $1,944-36.3% |