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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 | $18,346 | $142,430-87.1% | $115,170-84.1% | $152,897-88.0% |
| Participation rate | 62.5% | 82.4%-19.9pp | 75.9%-13.4pp | 82.5%-20.0pp |
| Annual return | 2.58% | 41.48%-38.9pp | 35.60%-33.0pp | 345.43%-342.8pp |
| Employer contribution / active EE | $2,313 | $4,011-42.3% | $3,179-27.3% | $4,764-51.4% |
| Participant deferral / active EE | $2,399 | $5,165-53.6% | $4,169-42.5% | $5,851-59.0% |
| Admin fee / account holder | $16,189 | $8,464+91.3% | $7,089+128.4% | $11,599+39.6% |