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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 | $25,144 | $67,411-62.7% | $91,004-72.4% | $70,126-64.1% |
| Participation rate | 57.6% | 71.4%-13.8pp | 75.6%-18.0pp | 69.5%-12.0pp |
| Annual return | 12.42% | -40.16%+52.6pp | 4.60%+7.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $996 | $1,786-44.2% | $2,456-59.4% | $2,343-57.5% |
| Participant deferral / active EE | $3,107 | $2,823+10.1% | $3,548-12.4% | $3,332-6.7% |
| Admin fee / account holder | $17,003 | $4,236+301.4% | $5,417+213.8% | $4,645+266.0% |