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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 | $15,614 | $68,878-77.3% | $120,574-87.1% | $80,935-80.7% |
| Participation rate | 41.1% | 61.7%-20.6pp | 71.9%-30.8pp | 67.7%-26.6pp |
| Annual return | 9.41% | 23.67%-14.3pp | 107.42%-98.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,082 | $2,065-47.6% | $3,471-68.8% | $2,757-60.7% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $535 | $5,782-90.7% | $9,445-94.3% | $6,924-92.3% |