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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 | $210,698-93.7% | $178,014-92.5% | $145,959-90.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 1.97% | 386.27%-384.3pp | 294.80%-292.8pp | 561.95%-560.0pp |
| Employer contribution / active EE | $3,260 | $4,567-28.6% | $3,950-17.5% | $4,661-30.1% |
| Participant deferral / active EE | $2,250 | $6,958-67.7% | $6,276-64.2% | $6,689-66.4% |
| Admin fee / account holder | $21,791 | $12,016+81.4% | $10,362+110.3% | $13,398+62.6% |