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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 | $17,685 | $63,346-72.1% | $92,240-80.8% | $70,126-74.8% |
| Participation rate | 46.7% | 68.7%-22.0pp | 76.5%-29.8pp | 69.5%-22.9pp |
| Annual return | 10.10% | 530.19%-520.1pp | 176.29%-166.2pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,096 | $2,471-55.6% | $3,680-70.2% | $2,343-53.2% |
| Participant deferral / active EE | $2,124 | $2,854-25.6% | $3,897-45.5% | $3,332-36.2% |
| Admin fee / account holder | $10,793 | $3,841+181.0% | $5,194+107.8% | $4,645+132.3% |