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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 | $13,978 | $101,795-86.3% | $165,100-91.5% | $80,959-82.7% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.7%-11.7pp |
| Annual return | 9.49% | 16.73%-7.2pp | 70.21%-60.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,118 | $2,954-62.2% | $4,348-74.3% | $2,757-59.5% |
| Participant deferral / active EE | $2,442 | $4,476-45.4% | $6,035-59.5% | $4,300-43.2% |
| Admin fee / account holder | $798 | $8,221-90.3% | $12,696-93.7% | $6,925-88.5% |