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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 | $23,109 | $85,766-73.1% | $136,298-83.0% | $70,126-67.0% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 9.47% | 31.46%-22.0pp | 5156.27%-5146.8pp | 73.15%-63.7pp |
| Employer contribution / active EE | $572 | $2,966-80.7% | $4,696-87.8% | $2,343-75.6% |
| Participant deferral / active EE | $2,916 | $5,051-42.3% | $6,247-53.3% | $3,332-12.5% |
| Admin fee / account holder | $5,230 | $5,421-3.5% | $9,244-43.4% | $4,645+12.6% |