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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 | $13,504 | $78,707-82.8% | $117,861-88.5% | $70,126-80.7% |
| Participation rate | 61.1% | 73.2%-12.1pp | 79.7%-18.6pp | 69.5%-8.4pp |
| Annual return | 12.25% | 23.30%-11.0pp | 335.11%-322.9pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,016 | $2,223-54.3% | $3,786-73.2% | $2,343-56.6% |
| Participant deferral / active EE | $1,728 | $3,297-47.6% | $4,482-61.4% | $3,332-48.1% |
| Admin fee / account holder | $3,045 | $5,066-39.9% | $8,021-62.0% | $4,645-34.5% |