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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 | $20,374 | $60,165-66.1% | $74,184-72.5% | $55,167-63.1% |
| Participation rate | 46.4% | 74.2%-27.7pp | 76.6%-30.2pp | 69.0%-22.6pp |
| Annual return | 3.28% | 10.00%-6.7pp | 17.74%-14.5pp | 169.23%-165.9pp |
| Employer contribution / active EE | $901 | $1,600-43.7% | $2,370-62.0% | $1,963-54.1% |
| Participant deferral / active EE | $2,245 | $2,973-24.5% | $3,550-36.8% | $3,054-26.5% |
| Admin fee / account holder | $2,297 | $419+447.7% | $5,586-58.9% | $504+355.8% |