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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 | $26,048 | $78,423-66.8% | $95,964-72.9% | $79,856-67.4% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.3pp |
| Annual return | 9.53% | 19.37%-9.8pp | 91.64%-82.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,084 | $1,945-44.3% | $2,541-57.3% | $2,471-56.1% |
| Participant deferral / active EE | $2,234 | $3,440-35.1% | $4,167-46.4% | $3,741-40.3% |
| Admin fee / account holder | $21,147 | $5,622+276.2% | $6,797+211.1% | $5,306+298.5% |