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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 | $10,109 | $117,846-91.4% | $102,434-90.1% | $145,884-93.1% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 5.69% | 31.90%-26.2pp | 29.46%-23.8pp | 551.85%-546.2pp |
| Employer contribution / active EE | $1,314 | $3,615-63.6% | $3,023-56.5% | $4,662-71.8% |
| Participant deferral / active EE | $2,778 | $5,733-51.6% | $5,055-45.0% | $6,690-58.5% |
| Admin fee / account holder | $40,213 | $13,356+201.1% | $9,462+325.0% | $13,392+200.3% |