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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 | $13,713 | $83,369-83.6% | $105,223-87.0% | $67,986-79.8% |
| Participation rate | 59.0% | 56.3%+2.7pp | 75.0%-16.0pp | 57.2%+1.8pp |
| Annual return | 11.27% | 24.64%-13.4pp | 180.65%-169.4pp | 31.67%-20.4pp |
| Employer contribution / active EE | $616 | $2,541-75.8% | $3,689-83.3% | $2,019-69.5% |
| Participant deferral / active EE | $1,523 | $3,295-53.8% | $5,072-70.0% | $3,358-54.6% |
| Admin fee / account holder | $2,928 | $4,073-28.1% | $8,859-67.0% | $3,203-8.6% |