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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 | $17,883 | $51,466-65.3% | $78,778-77.3% | $62,293-71.3% |
| Participation rate | 56.1% | 59.8%-3.7pp | 69.2%-13.1pp | 69.5%-13.4pp |
| Annual return | 10.76% | 19.96%-9.2pp | 35.62%-24.9pp | 28.90%-18.1pp |
| Employer contribution / active EE | $233 | $827-71.8% | $1,986-88.2% | $2,042-88.6% |
| Participant deferral / active EE | $1,589 | $2,147-26.0% | $2,958-46.3% | $3,169-49.9% |
| Admin fee / account holder | $2,155 | $489+340.4% | $5,134-58.0% | $479+349.6% |