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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 | $15,198 | $165,399-90.8% | $149,745-89.9% | $158,982-90.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 3.12% | 348.34%-345.2pp | 276.72%-273.6pp | 302.99%-299.9pp |
| Employer contribution / active EE | $1,654 | $5,105-67.6% | $4,646-64.4% | $4,763-65.3% |
| Participant deferral / active EE | $2,481 | $7,183-65.5% | $6,843-63.7% | $5,983-58.5% |
| Admin fee / account holder | $16,882 | $10,811+56.2% | $9,312+81.3% | $11,252+50.0% |