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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 | $17,512 | $124,346-85.9% | $111,306-84.3% | $167,553-89.5% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 6.35% | 37.46%-31.1pp | 54.67%-48.3pp | 478.89%-472.5pp |
| Employer contribution / active EE | $1,610 | $3,438-53.2% | $2,732-41.1% | $4,840-66.7% |
| Participant deferral / active EE | $2,570 | $5,182-50.4% | $4,488-42.7% | $6,343-59.5% |
| Admin fee / account holder | $9,672 | $10,623-9.0% | $7,966+21.4% | $12,316-21.5% |