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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 | $117,895-87.9% | $102,460-86.0% | $145,897-90.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 1.15% | 31.92%-30.8pp | 29.47%-28.3pp | 552.29%-551.1pp |
| Employer contribution / active EE | $1,091 | $3,619-69.9% | $3,025-63.9% | $4,663-76.6% |
| Participant deferral / active EE | $2,197 | $5,736-61.7% | $5,056-56.6% | $6,689-67.2% |
| Admin fee / account holder | $858 | $13,353-93.6% | $9,460-90.9% | $13,390-93.6% |