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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 | $10,985 | $56,431-80.5% | $130,788-91.6% | $87,485-87.4% |
| Participation rate | 22.2% | 58.9%-36.7pp | 70.1%-47.9pp | 68.9%-46.7pp |
| Annual return | 11.74% | 91.27%-79.5pp | 386.44%-374.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $298 | $1,549-80.7% | $3,558-91.6% | $2,596-88.5% |
| Participant deferral / active EE | $995 | $2,749-63.8% | $4,137-75.9% | $4,274-76.7% |
| Admin fee / account holder | $10,164 | $4,433+129.3% | $6,673+52.3% | $7,775+30.7% |