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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 | $14,625 | $102,382-85.7% | $147,005-90.1% | $80,874-81.9% |
| Participation rate | 41.0% | 75.8%-34.8pp | 82.2%-41.1pp | 67.6%-26.6pp |
| Annual return | 8.22% | 134.89%-126.7pp | 418.76%-410.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $3,105 | $3,715-16.4% | $4,934-37.1% | $2,756+12.7% |
| Participant deferral / active EE | $4,477 | $6,646-32.6% | $8,070-44.5% | $4,297+4.2% |
| Admin fee / account holder | $17,454 | $7,942+119.8% | $13,006+34.2% | $6,935+151.7% |