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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 | $26,270 | $201,370-87.0% | $184,256-85.7% | $145,897-82.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 1.91% | 29.05%-27.1pp | 28.85%-26.9pp | 552.29%-550.4pp |
| Employer contribution / active EE | $1,679 | $7,024-76.1% | $6,427-73.9% | $4,663-64.0% |
| Participant deferral / active EE | $4,599 | $9,808-53.1% | $9,133-49.6% | $6,689-31.2% |
| Admin fee / account holder | $46,432 | $16,364+183.7% | $13,899+234.1% | $13,390+246.8% |