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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 | $23,254 | $65,703-64.6% | $94,224-75.3% | $59,632-61.0% |
| Participation rate | 57.4% | 72.1%-14.7pp | 78.8%-21.3pp | 68.7%-11.2pp |
| Annual return | -2.79% | 5.22%-8.0pp | 10.68%-13.5pp | 2041.32%-2044.1pp |
| Employer contribution / active EE | $1,465 | $2,021-27.5% | $3,587-59.2% | $2,203-33.5% |
| Participant deferral / active EE | $2,612 | $3,143-16.9% | $4,320-39.5% | $3,192-18.2% |
| Admin fee / account holder | $437 | $4,264-89.7% | $6,269-93.0% | $4,297-89.8% |