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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 | $17,682 | $98,776-82.1% | $149,745-88.2% | $79,856-77.9% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 11.68% | 27.38%-15.7pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,814 | $3,217-43.6% | $4,646-61.0% | $2,471-26.6% |
| Participant deferral / active EE | $3,205 | $5,681-43.6% | $6,843-53.2% | $3,741-14.3% |
| Admin fee / account holder | $4,130 | $6,053-31.8% | $9,312-55.6% | $5,306-22.2% |