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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 | $16,962 | $56,894-70.2% | $84,753-80.0% | $62,881-73.0% |
| Participation rate | 35.9% | 68.5%-32.6pp | 76.6%-40.7pp | 69.3%-33.4pp |
| Annual return | -5.40% | 6.30%-11.7pp | 22.78%-28.2pp | 20.14%-25.5pp |
| Employer contribution / active EE | $541 | $2,400-77.5% | $3,574-84.9% | $2,281-76.3% |
| Participant deferral / active EE | $1,253 | $2,709-53.7% | $3,712-66.2% | $3,203-60.9% |
| Admin fee / account holder | $1,522 | $3,581-57.5% | $5,333-71.5% | $4,296-64.6% |