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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 | $7,809 | $61,125-87.2% | $94,057-91.7% | $87,485-91.1% |
| Participation rate | 44.8% | 64.1%-19.2pp | 73.3%-28.5pp | 68.9%-24.1pp |
| Annual return | 10.49% | 35.20%-24.7pp | 480.62%-470.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,127 | $2,136-47.3% | $2,933-61.6% | $2,596-56.6% |
| Participant deferral / active EE | $1,248 | $3,260-61.7% | $4,709-73.5% | $4,274-70.8% |
| Admin fee / account holder | $15,252 | $5,629+171.0% | $7,244+110.5% | $7,775+96.2% |