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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 | $17,434 | $239,571-92.7% | $183,328-90.5% | $137,256-87.3% |
| Participation rate | 55.6% | 82.4%-26.8pp | 77.3%-21.8pp | 80.0%-24.4pp |
| Annual return | 8.91% | 35.69%-26.8pp | 29.67%-20.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,731 | $6,148-71.8% | $5,055-65.8% | $4,156-58.3% |
| Participant deferral / active EE | $2,824 | $7,995-64.7% | $6,795-58.4% | $6,407-55.9% |
| Admin fee / account holder | $15,325 | $30,059-49.0% | $21,427-28.5% | $12,270+24.9% |