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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 | $13,877 | $107,368-87.1% | $92,915-85.1% | $152,909-90.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 11.94% | 145.64%-133.7pp | 109.45%-97.5pp | 345.46%-333.5pp |
| Employer contribution / active EE | $1,188 | $4,222-71.9% | $3,653-67.5% | $4,764-75.1% |
| Participant deferral / active EE | $2,384 | $4,848-50.8% | $4,238-43.7% | $5,851-59.3% |
| Admin fee / account holder | $25,921 | $7,082+266.0% | $5,796+347.2% | $11,601+123.4% |