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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 | $10,715 | $53,128-79.8% | $86,582-87.6% | $70,126-84.7% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 6.18% | 27.66%-21.5pp | 965.08%-958.9pp | 73.15%-67.0pp |
| Employer contribution / active EE | $444 | $2,068-78.5% | $2,839-84.4% | $2,343-81.1% |
| Participant deferral / active EE | $1,463 | $2,695-45.7% | $3,609-59.5% | $3,332-56.1% |
| Admin fee / account holder | $5,255 | $3,584+46.6% | $4,904+7.1% | $4,645+13.1% |