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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 | $13,168 | $124,425-89.4% | $112,040-88.2% | $137,256-90.4% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.5%-56.5pp | 80.0%-60.0pp |
| Annual return | 0.86% | 24.72%-23.9pp | 24.52%-23.7pp | 220.34%-219.5pp |
| Employer contribution / active EE | $2,624 | $3,411-23.1% | $2,954-11.2% | $4,156-36.9% |
| Participant deferral / active EE | $4,495 | $5,718-21.4% | $5,098-11.8% | $6,407-29.8% |
| Admin fee / account holder | $22,049 | $15,207+45.0% | $12,098+82.3% | $12,270+79.7% |