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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 | $12,759 | $106,918-88.1% | $84,021-84.8% | $152,897-91.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 6.21% | 105.01%-98.8pp | 71.32%-65.1pp | 345.43%-339.2pp |
| Employer contribution / active EE | $908 | $2,735-66.8% | $1,984-54.2% | $4,764-80.9% |
| Participant deferral / active EE | $999 | $4,012-75.1% | $3,239-69.2% | $5,851-82.9% |
| Admin fee / account holder | $1,794 | $8,288-78.4% | $6,102-70.6% | $11,599-84.5% |