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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 | $16,605 | $55,457-70.1% | $77,361-78.5% | $94,015-82.3% |
| Participation rate | 60.2% | 69.8%-9.6pp | 75.0%-14.7pp | 70.8%-10.6pp |
| Annual return | 9.89% | 15.57%-5.7pp | 1011.54%-1001.6pp | 17.84%-8.0pp |
| Employer contribution / active EE | $997 | $2,255-55.8% | $2,990-66.7% | $2,790-64.3% |
| Participant deferral / active EE | $1,352 | $3,069-56.0% | $3,911-65.4% | $4,249-68.2% |
| Admin fee / account holder | $5,728 | $4,334+32.2% | $5,894-2.8% | $8,951-36.0% |