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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 | $10,657 | $99,652-89.3% | $78,778-86.5% | $147,586-92.8% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.2%-7.3pp | 82.8%-20.9pp |
| Annual return | 4.68% | 47.28%-42.6pp | 35.62%-30.9pp | 578.59%-573.9pp |
| Employer contribution / active EE | $1,575 | $2,796-43.7% | $1,986-20.7% | $4,876-67.7% |
| Participant deferral / active EE | $2,138 | $3,664-41.6% | $2,958-27.7% | $5,439-60.7% |
| Admin fee / account holder | $1,066 | $7,155-85.1% | $5,134-79.2% | $10,886-90.2% |