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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 | $18,315 | $102,422-82.1% | $147,117-87.6% | $80,959-77.4% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.7%-14.7pp |
| Annual return | 2.52% | 135.16%-132.6pp | 420.54%-418.0pp | 35.67%-33.2pp |
| Employer contribution / active EE | $2,319 | $3,717-37.6% | $4,932-53.0% | $2,757-15.9% |
| Participant deferral / active EE | $3,884 | $6,652-41.6% | $8,065-51.8% | $4,300-9.7% |
| Admin fee / account holder | $1,011 | $7,953-87.3% | $12,993-92.2% | $6,925-85.4% |