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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 | $11,716 | $45,119-74.0% | $85,126-86.2% | $74,429-84.3% |
| Participation rate | 36.2% | 49.4%-13.2pp | 67.5%-31.3pp | 67.2%-31.0pp |
| Annual return | 8.08% | 26.28%-18.2pp | 66.63%-58.6pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $644 | $1,460-55.9% | $2,731-76.4% | $2,625-75.5% |
| Participant deferral / active EE | $1,105 | $2,738-59.6% | $4,523-75.6% | $4,348-74.6% |
| Admin fee / account holder | $1,045 | $2,214-52.8% | $6,160-83.0% | $1,944-46.2% |