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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 | $12,937 | $117,846-89.0% | $102,434-87.4% | $145,884-91.1% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 7.55% | 31.90%-24.4pp | 29.46%-21.9pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,382 | $3,615-61.8% | $3,023-54.3% | $4,662-70.4% |
| Participant deferral / active EE | $2,028 | $5,733-64.6% | $5,055-59.9% | $6,690-69.7% |
| Admin fee / account holder | $5,662 | $13,356-57.6% | $9,462-40.2% | $13,392-57.7% |