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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 | $12,023 | $58,828-79.6% | $78,002-84.6% | $62,881-80.9% |
| Participation rate | 68.1% | 71.1%-2.9pp | 75.5%-7.4pp | 69.3%-1.2pp |
| Annual return | 1.96% | 17.16%-15.2pp | 425.99%-424.0pp | 20.14%-18.2pp |
| Employer contribution / active EE | $590 | $1,672-64.7% | $2,470-76.1% | $2,281-74.1% |
| Participant deferral / active EE | $1,325 | $2,686-50.7% | $3,497-62.1% | $3,203-58.6% |
| Admin fee / account holder | $12,340 | $4,393+180.9% | $5,481+125.1% | $4,296+187.3% |