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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 | $15,366 | $52,581-70.8% | $130,788-88.3% | $64,340-76.1% |
| Participation rate | 49.6% | 46.5%+3.0pp | 70.1%-20.5pp | 55.2%-5.7pp |
| Annual return | 11.80% | 20.39%-8.6pp | 386.44%-374.6pp | 24.14%-12.3pp |
| Employer contribution / active EE | $272 | $1,031-73.6% | $3,558-92.4% | $1,862-85.4% |
| Participant deferral / active EE | $1,064 | $2,200-51.6% | $4,137-74.3% | $2,980-64.3% |
| Admin fee / account holder | $1,203 | $4,583-73.8% | $6,673-82.0% | $3,703-67.5% |