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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 | $15,450 | $58,714-73.7% | $142,874-89.2% | $85,856-82.0% |
| Participation rate | 56.1% | 58.5%-2.4pp | 72.0%-15.9pp | 69.3%-13.2pp |
| Annual return | 10.19% | 27.73%-17.5pp | 5638.58%-5628.4pp | 318.58%-308.4pp |
| Employer contribution / active EE | $931 | $1,423-34.6% | $4,145-77.5% | $2,565-63.7% |
| Participant deferral / active EE | $1,821 | $2,608-30.2% | $3,838-52.6% | $3,952-53.9% |
| Admin fee / account holder | $11,339 | $4,241+167.4% | $6,561+72.8% | $6,261+81.1% |