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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 | $18,505 | $64,324-71.2% | $118,914-84.4% | $79,856-76.8% |
| Participation rate | 60.0% | 64.9%-4.9pp | 75.4%-15.4pp | 69.6%-9.6pp |
| Annual return | 6.74% | 86.45%-79.7pp | 35.89%-29.1pp | 31.71%-25.0pp |
| Employer contribution / active EE | $601 | $1,836-67.3% | $3,264-81.6% | $2,471-75.7% |
| Participant deferral / active EE | $1,218 | $2,824-56.9% | $4,266-71.4% | $3,741-67.4% |
| Admin fee / account holder | $7,454 | $4,040+84.5% | $6,582+13.2% | $5,306+40.5% |