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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 | $18,649 | $54,541-65.8% | $78,778-76.3% | $70,124-73.4% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-9.9pp |
| Annual return | 6.14% | 21.07%-14.9pp | 35.62%-29.5pp | 73.14%-67.0pp |
| Employer contribution / active EE | $446 | $1,089-59.0% | $1,986-77.5% | $2,342-80.9% |
| Participant deferral / active EE | $1,704 | $2,210-22.9% | $2,958-42.4% | $3,332-48.8% |
| Admin fee / account holder | $2,623 | $3,709-29.3% | $5,134-48.9% | $4,645-43.5% |