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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 | $15,408 | $65,395-76.4% | $182,558-91.6% | $72,976-78.9% |
| Participation rate | 49.1% | 65.4%-16.4pp | 78.0%-28.9pp | 69.5%-20.4pp |
| Annual return | 15.22% | 27.68%-12.5pp | 148.59%-133.4pp | 81.02%-65.8pp |
| Employer contribution / active EE | $954 | $1,911-50.1% | $4,076-76.6% | $2,440-60.9% |
| Participant deferral / active EE | $1,422 | $3,563-60.1% | $5,526-74.3% | $3,608-60.6% |
| Admin fee / account holder | $3,164 | $4,245-25.5% | $8,594-63.2% | $5,124-38.3% |