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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 | $23,002 | $67,602-66.0% | $82,312-72.1% | $70,126-67.2% |
| Participation rate | 49.1% | 72.8%-23.6pp | 76.9%-27.8pp | 69.5%-20.4pp |
| Annual return | 10.96% | 21.57%-10.6pp | 25.88%-14.9pp | 73.15%-62.2pp |
| Employer contribution / active EE | $999 | $1,755-43.1% | $2,428-58.9% | $2,343-57.4% |
| Participant deferral / active EE | $2,027 | $2,987-32.1% | $3,706-45.3% | $3,332-39.2% |
| Admin fee / account holder | $9,013 | $4,512+99.8% | $5,608+60.7% | $4,645+94.0% |