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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 | $9,243 | $111,787-91.7% | $93,681-90.1% | $145,978-93.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 6.54% | 203.52%-197.0pp | 133.47%-126.9pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,343 | $3,093-56.6% | $2,422-44.6% | $4,662-71.2% |
| Participant deferral / active EE | $2,686 | $4,918-45.4% | $4,415-39.2% | $6,690-59.8% |
| Admin fee / account holder | $1,203 | $10,256-88.3% | $8,290-85.5% | $13,400-91.0% |