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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 | $17,681 | $155,840-88.7% | $124,694-85.8% | $167,553-89.4% |
| Participation rate | 65.2% | 81.1%-15.9pp | 74.6%-9.4pp | 82.1%-16.9pp |
| Annual return | 6.13% | 17.98%-11.8pp | 5144.82%-5138.7pp | 478.89%-472.8pp |
| Employer contribution / active EE | $1,607 | $4,165-61.4% | $3,325-51.7% | $4,840-66.8% |
| Participant deferral / active EE | $2,353 | $5,675-58.5% | $4,615-49.0% | $6,343-62.9% |
| Admin fee / account holder | $2,773 | $9,536-70.9% | $7,495-63.0% | $12,316-77.5% |