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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 | $14,305 | $117,829-87.9% | $102,423-86.0% | $145,877-90.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 1.15% | 31.83%-30.7pp | 29.42%-28.3pp | 551.28%-550.1pp |
| Employer contribution / active EE | $1,091 | $3,615-69.8% | $3,023-63.9% | $4,663-76.6% |
| Participant deferral / active EE | $2,197 | $5,732-61.7% | $5,054-56.5% | $6,691-67.2% |
| Admin fee / account holder | $858 | $13,335-93.6% | $9,455-90.9% | $13,402-93.6% |