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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 | $19,702 | $67,602-70.9% | $82,312-76.1% | $70,126-71.9% |
| Participation rate | 29.3% | 72.8%-43.5pp | 76.9%-47.6pp | 69.5%-40.3pp |
| Annual return | 10.96% | 21.57%-10.6pp | 25.88%-14.9pp | 73.15%-62.2pp |
| Employer contribution / active EE | $810 | $1,755-53.9% | $2,428-66.7% | $2,343-65.4% |
| Participant deferral / active EE | $1,488 | $2,987-50.2% | $3,706-59.8% | $3,332-55.3% |
| Admin fee / account holder | $9,877 | $4,512+118.9% | $5,608+76.1% | $4,645+112.6% |