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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 | $13,482 | $63,346-78.7% | $92,240-85.4% | $70,126-80.8% |
| Participation rate | 55.9% | 68.7%-12.8pp | 76.5%-20.6pp | 69.5%-13.7pp |
| Annual return | 10.87% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,796 | $2,471-27.3% | $3,680-51.2% | $2,343-23.3% |
| Participant deferral / active EE | $2,209 | $2,854-22.6% | $3,897-43.3% | $3,332-33.7% |
| Admin fee / account holder | $575 | $3,841-85.0% | $5,194-88.9% | $4,645-87.6% |