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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 | $16,175 | $157,276-89.7% | $141,177-88.5% | $152,885-89.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 14.06% | 64.33%-50.3pp | 71.40%-57.3pp | 345.39%-331.3pp |
| Employer contribution / active EE | $2,653 | $5,262-49.6% | $4,736-44.0% | $4,763-44.3% |
| Participant deferral / active EE | $6,216 | $7,110-12.6% | $6,710-7.4% | $5,851+6.2% |
| Admin fee / account holder | $1,841 | $12,123-84.8% | $10,263-82.1% | $11,598-84.1% |