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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 | $51,736-70.3% | $120,225-87.2% | $67,986-77.4% |
| Participation rate | 49.6% | 46.1%+3.5pp | 69.6%-20.0pp | 57.2%-7.6pp |
| Annual return | 11.80% | 31.98%-20.2pp | 439.23%-427.4pp | 31.67%-19.9pp |
| Employer contribution / active EE | $272 | $1,071-74.6% | $3,475-92.2% | $2,019-86.5% |
| Participant deferral / active EE | $1,064 | $2,206-51.8% | $3,999-73.4% | $3,358-68.3% |
| Admin fee / account holder | $1,203 | $4,159-71.1% | $5,696-78.9% | $3,203-62.4% |