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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 | $14,064 | $64,324-78.1% | $118,946-88.2% | $79,858-82.4% |
| Participation rate | 11.3% | 64.9%-53.5pp | 75.4%-64.1pp | 69.6%-58.3pp |
| Annual return | 4.06% | 86.45%-82.4pp | 35.89%-31.8pp | 31.72%-27.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,266 | $2,824-55.2% | $4,266-70.3% | $3,740-66.2% |
| Admin fee / account holder | $1,914 | $4,040-52.6% | $6,581-70.9% | $5,306-63.9% |