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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 | $16,184 | $157,276-89.7% | $141,177-88.5% | $152,885-89.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 1.51% | 64.33%-62.8pp | 71.40%-69.9pp | 345.39%-343.9pp |
| Employer contribution / active EE | $1,285 | $5,262-75.6% | $4,736-72.9% | $4,763-73.0% |
| Participant deferral / active EE | $6,003 | $7,110-15.6% | $6,710-10.5% | $5,851+2.6% |
| Admin fee / account holder | $3,499 | $12,123-71.1% | $10,263-65.9% | $11,598-69.8% |