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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 | $25,234 | $69,977-63.9% | $108,582-76.8% | $62,881-59.9% |
| Participation rate | 19.5% | 72.9%-53.4pp | 79.6%-60.1pp | 69.3%-49.8pp |
| Annual return | 3.99% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,881 | $3,165-40.6% | $4,311-56.4% | $3,203-41.3% |
| Admin fee / account holder | $10,134 | $5,076+99.6% | $7,645+32.6% | $4,296+135.9% |