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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 | $14,368 | $56,110-74.4% | $94,993-84.9% | $70,126-79.5% |
| Participation rate | 55.7% | 65.0%-9.3pp | 73.9%-18.1pp | 69.5%-13.8pp |
| Annual return | 10.34% | 51.02%-40.7pp | 27.14%-16.8pp | 73.15%-62.8pp |
| Employer contribution / active EE | $462 | $1,442-68.0% | $2,603-82.3% | $2,343-80.3% |
| Participant deferral / active EE | $1,091 | $2,391-54.4% | $3,317-67.1% | $3,332-67.2% |
| Admin fee / account holder | $2,909 | $3,456-15.8% | $4,960-41.4% | $4,645-37.4% |