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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 | $11,501 | $91,198-87.4% | $178,503-93.6% | $79,856-85.6% |
| Participation rate | 68.3% | 69.2%-0.9pp | 81.9%-13.6pp | 69.6%-1.3pp |
| Annual return | 4.04% | 24.20%-20.2pp | 151.12%-147.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,105 | $3,257-66.1% | $5,011-78.0% | $2,471-55.3% |
| Participant deferral / active EE | $1,411 | $3,237-56.4% | $5,202-72.9% | $3,741-62.3% |
| Admin fee / account holder | $5,891 | $6,748-12.7% | $13,987-57.9% | $5,306+11.0% |