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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 | $13,322 | $95,406-86.0% | $185,849-92.8% | $85,847-84.5% |
| Participation rate | 61.5% | 68.8%-7.2pp | 81.7%-20.2pp | 69.3%-7.8pp |
| Annual return | 8.28% | 23.59%-15.3pp | 122.10%-113.8pp | 318.61%-310.3pp |
| Employer contribution / active EE | $1,010 | $3,314-69.5% | $5,169-80.5% | $2,565-60.6% |
| Participant deferral / active EE | $1,892 | $3,424-44.7% | $5,569-66.0% | $3,952-52.1% |
| Admin fee / account holder | $11,312 | $7,214+56.8% | $16,244-30.4% | $6,261+80.7% |