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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 | $13,906 | $99,345-86.0% | $84,753-83.6% | $273,972-94.9% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 1.51% | 22.93%-21.4pp | 22.78%-21.3pp | 41.46%-39.9pp |
| Employer contribution / active EE | $1,601 | $4,214-62.0% | $3,574-55.2% | $4,869-67.1% |
| Participant deferral / active EE | $3,467 | $4,270-18.8% | $3,712-6.6% | $5,287-34.4% |
| Admin fee / account holder | $14,579 | $6,645+119.4% | $5,333+173.4% | $10,133+43.9% |