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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 | $15,755 | $50,902-69.0% | $155,534-89.9% | $77,736-79.7% |
| Participation rate | 19.3% | 63.1%-43.8pp | 78.2%-58.9pp | 70.6%-51.3pp |
| Annual return | 11.45% | 34.85%-23.4pp | 64.92%-53.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $513 | $1,991-74.2% | $4,675-89.0% | $2,728-81.2% |
| Participant deferral / active EE | $972 | $2,824-65.6% | $5,630-82.7% | $4,651-79.1% |
| Admin fee / account holder | $2,217 | $437+407.3% | $15,900-86.1% | $433+411.6% |