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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 | $15,895 | $85,766-81.5% | $136,297-88.3% | $70,124-77.3% |
| Participation rate | 68.8% | 74.2%-5.4pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 13.00% | 31.45%-18.5pp | 5156.19%-5143.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $848 | $2,966-71.4% | $4,696-81.9% | $2,342-63.8% |
| Participant deferral / active EE | $2,205 | $5,051-56.3% | $6,247-64.7% | $3,332-33.8% |
| Admin fee / account holder | $366 | $5,420-93.2% | $9,244-96.0% | $4,645-92.1% |