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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 | $9,924 | $78,707-87.4% | $117,861-91.6% | $70,126-85.8% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 11.11% | 23.30%-12.2pp | 335.11%-324.0pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,234 | $2,223-44.5% | $3,786-67.4% | $2,343-47.3% |
| Participant deferral / active EE | $1,960 | $3,297-40.6% | $4,482-56.3% | $3,332-41.2% |
| Admin fee / account holder | $20,684 | $5,066+308.3% | $8,021+157.9% | $4,645+345.2% |