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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 | $102,429-85.7% | $147,096-90.1% | $80,925-81.9% |
| Participation rate | 41.0% | 75.9%-34.8pp | 82.2%-41.2pp | 67.7%-26.6pp |
| Annual return | 8.22% | 135.02%-126.8pp | 419.75%-411.5pp | 35.65%-27.4pp |
| Employer contribution / active EE | $3,105 | $3,716-16.4% | $4,936-37.1% | $2,756+12.7% |
| Participant deferral / active EE | $4,477 | $6,649-32.7% | $8,071-44.5% | $4,299+4.1% |
| Admin fee / account holder | $17,454 | $7,957+119.4% | $13,005+34.2% | $6,940+151.5% |