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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 | $14,418 | $109,359-86.8% | $162,185-91.1% | $72,976-80.2% |
| Participation rate | 63.6% | 84.3%-20.6pp | 87.6%-23.9pp | 69.5%-5.9pp |
| Annual return | 17.06% | 25.46%-8.4pp | 115.61%-98.6pp | 81.02%-64.0pp |
| Employer contribution / active EE | $1,391 | $3,907-64.4% | $5,613-75.2% | $2,440-43.0% |
| Participant deferral / active EE | $2,580 | $5,481-52.9% | $7,297-64.6% | $3,608-28.5% |
| Admin fee / account holder | $856 | $7,972-89.3% | $10,844-92.1% | $5,124-83.3% |