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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 | $23,299 | $65,704-64.5% | $94,229-75.3% | $59,633-60.9% |
| Participation rate | 32.6% | 72.1%-39.5pp | 78.8%-46.2pp | 68.7%-36.1pp |
| Annual return | -3.10% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,835 | $2,021-9.2% | $3,587-48.8% | $2,203-16.7% |
| Participant deferral / active EE | $3,309 | $3,143+5.3% | $4,320-23.4% | $3,192+3.7% |
| Admin fee / account holder | $1,750 | $4,265-59.0% | $6,269-72.1% | $4,297-59.3% |