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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 | $25,110 | $78,707-68.1% | $117,861-78.7% | $70,126-64.2% |
| Participation rate | 62.9% | 73.2%-10.3pp | 79.7%-16.8pp | 69.5%-6.7pp |
| Annual return | 6.43% | 23.30%-16.9pp | 335.11%-328.7pp | 73.15%-66.7pp |
| Employer contribution / active EE | $920 | $2,223-58.6% | $3,786-75.7% | $2,343-60.7% |
| Participant deferral / active EE | $2,618 | $3,297-20.6% | $4,482-41.6% | $3,332-21.4% |
| Admin fee / account holder | $4,603 | $5,066-9.1% | $8,021-42.6% | $4,645-0.9% |