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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 | $13,273 | $211,239-93.7% | $178,528-92.6% | $145,877-90.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 1.97% | 30.22%-28.3pp | 27.11%-25.1pp | 551.28%-549.3pp |
| Employer contribution / active EE | $3,260 | $4,570-28.7% | $3,950-17.5% | $4,663-30.1% |
| Participant deferral / active EE | $2,250 | $6,963-67.7% | $6,278-64.2% | $6,691-66.4% |
| Admin fee / account holder | $21,791 | $12,095+80.2% | $10,419+109.1% | $13,402+62.6% |