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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 | $6,122 | $107,733-94.3% | $92,985-93.4% | $154,746-96.0% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 6.25% | 30.39%-24.1pp | 27.99%-21.7pp | 172.34%-166.1pp |
| Employer contribution / active EE | $1,457 | $3,126-53.4% | $2,662-45.3% | $4,379-66.7% |
| Participant deferral / active EE | $2,617 | $5,053-48.2% | $4,377-40.2% | $6,730-61.1% |
| Admin fee / account holder | $3,576 | $11,369-68.5% | $9,463-62.2% | $14,365-75.1% |