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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 | $21,635 | $102,385-78.9% | $147,080-85.3% | $80,935-73.3% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 11.08% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,491 | $3,717-59.9% | $4,933-69.8% | $2,757-45.9% |
| Participant deferral / active EE | $2,997 | $6,651-54.9% | $8,066-62.8% | $4,299-30.3% |
| Admin fee / account holder | $1,121 | $7,951-85.9% | $12,989-91.4% | $6,924-83.8% |