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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 | $16,265 | $98,776-83.5% | $149,745-89.1% | $79,856-79.6% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.5%-13.7pp | 69.6%-0.8pp |
| Annual return | 1.25% | 27.38%-26.1pp | 276.72%-275.5pp | 31.71%-30.5pp |
| Employer contribution / active EE | $3,792 | $3,217+17.9% | $4,646-18.4% | $2,471+53.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $785 | $6,053-87.0% | $9,312-91.6% | $5,306-85.2% |