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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 | $17,559 | $58,828-70.2% | $78,002-77.5% | $62,881-72.1% |
| Participation rate | 42.5% | 71.1%-28.6pp | 75.5%-33.0pp | 69.3%-26.8pp |
| Annual return | 3.87% | 17.16%-13.3pp | 425.99%-422.1pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,036 | $1,672-38.0% | $2,470-58.0% | $2,281-54.6% |
| Participant deferral / active EE | $1,517 | $2,686-43.5% | $3,497-56.6% | $3,203-52.6% |
| Admin fee / account holder | $8,467 | $4,393+92.7% | $5,481+54.5% | $4,296+97.1% |