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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 | $14,028 | $70,666-80.1% | $169,385-91.7% | $75,181-81.3% |
| Participation rate | 59.3% | 64.8%-5.5pp | 77.2%-17.9pp | 67.2%-7.9pp |
| Annual return | 12.45% | 36.37%-23.9pp | 405.82%-393.4pp | 160.69%-148.2pp |
| Employer contribution / active EE | $1,130 | $2,210-48.9% | $4,012-71.8% | $2,671-57.7% |
| Participant deferral / active EE | $1,969 | $4,308-54.3% | $6,221-68.3% | $4,126-52.3% |
| Admin fee / account holder | $3,557 | $5,402-34.2% | $9,011-60.5% | $5,650-37.1% |