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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 | $21,926 | $87,834-75.0% | $133,975-83.6% | $62,881-65.1% |
| Participation rate | 68.8% | 83.4%-14.6pp | 87.1%-18.3pp | 69.3%-0.6pp |
| Annual return | -0.13% | 12.05%-12.2pp | 29.29%-29.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $2,158 | $3,482-38.0% | $5,211-58.6% | $2,281-5.4% |
| Participant deferral / active EE | $2,882 | $4,812-40.1% | $6,282-54.1% | $3,203-10.0% |
| Admin fee / account holder | $1,468 | $5,372-72.7% | $9,324-84.3% | $4,296-65.8% |