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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 | $24,043 | $102,393-76.5% | $147,041-83.6% | $80,911-70.3% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.6%-0.1pp |
| Annual return | 11.37% | 134.95%-123.6pp | 419.21%-407.8pp | 35.63%-24.3pp |
| Employer contribution / active EE | $1,425 | $3,715-61.6% | $4,935-71.1% | $2,756-48.3% |
| Participant deferral / active EE | $4,776 | $6,647-28.1% | $8,071-40.8% | $4,297+11.1% |
| Admin fee / account holder | $5,648 | $7,943-28.9% | $13,006-56.6% | $6,935-18.6% |