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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 | $12,641 | $107,353-88.2% | $92,903-86.4% | $152,885-91.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 11.10% | 145.62%-134.5pp | 109.43%-98.3pp | 345.39%-334.3pp |
| Employer contribution / active EE | $1,692 | $4,222-59.9% | $3,653-53.7% | $4,763-64.5% |
| Participant deferral / active EE | $2,900 | $4,848-40.2% | $4,238-31.6% | $5,851-50.4% |
| Admin fee / account holder | $527 | $7,081-92.6% | $5,795-90.9% | $11,598-95.5% |