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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 | $17,062 | $98,766-82.7% | $149,730-88.6% | $79,852-78.6% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.3pp |
| Annual return | 9.55% | 27.43%-17.9pp | 276.70%-267.2pp | 31.72%-22.2pp |
| Employer contribution / active EE | $1,360 | $3,217-57.7% | $4,645-70.7% | $2,471-45.0% |
| Participant deferral / active EE | $2,739 | $5,681-51.8% | $6,843-60.0% | $3,740-26.8% |
| Admin fee / account holder | $13,149 | $6,052+117.3% | $9,310+41.2% | $5,306+147.8% |