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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 | $12,169 | $106,749-88.6% | $145,433-91.6% | $82,448-85.2% |
| Participation rate | 31.4% | 75.6%-44.2pp | 82.1%-50.7pp | 68.1%-36.6pp |
| Annual return | 14.05% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,506 | $3,444-56.3% | $4,554-66.9% | $2,551-41.0% |
| Participant deferral / active EE | $2,633 | $6,519-59.6% | $7,897-66.7% | $4,139-36.4% |
| Admin fee / account holder | $12,982 | $8,390+54.7% | $13,129-1.1% | $7,234+79.4% |