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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 | $14,468 | $84,236-82.8% | $170,435-91.5% | $70,126-79.4% |
| Participation rate | 54.5% | 70.8%-16.3pp | 83.6%-29.1pp | 69.5%-15.0pp |
| Annual return | 11.90% | 23.06%-11.2pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $621 | $3,387-81.7% | $5,432-88.6% | $2,343-73.5% |
| Participant deferral / active EE | $853 | $3,086-72.4% | $4,939-82.7% | $3,332-74.4% |
| Admin fee / account holder | $12,857 | $5,698+125.6% | $13,881-7.4% | $4,645+176.8% |