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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 | $14,542 | $98,776-85.3% | $149,745-90.3% | $79,856-81.8% |
| Participation rate | 56.4% | 75.8%-19.4pp | 82.5%-26.1pp | 69.6%-13.3pp |
| Annual return | 9.17% | 27.38%-18.2pp | 276.72%-267.6pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,168 | $3,217-63.7% | $4,646-74.9% | $2,471-52.8% |
| Participant deferral / active EE | $2,466 | $5,681-56.6% | $6,843-64.0% | $3,741-34.1% |
| Admin fee / account holder | $5,870 | $6,053-3.0% | $9,312-37.0% | $5,306+10.6% |