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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 | $12,361 | $96,965-87.3% | $97,995-87.4% | $147,586-91.6% |
| Participation rate | 58.3% | 83.6%-25.3pp | 82.4%-24.1pp | 82.8%-24.5pp |
| Annual return | 4.71% | 24.11%-19.4pp | 23.94%-19.2pp | 578.59%-573.9pp |
| Employer contribution / active EE | $1,488 | $4,536-67.2% | $4,158-64.2% | $4,876-69.5% |
| Participant deferral / active EE | $7,534 | $5,081+48.3% | $5,097+47.8% | $5,439+38.5% |
| Admin fee / account holder | $6,291 | $8,120-22.5% | $5,943+5.9% | $10,886-42.2% |