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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 | $16,422 | $72,272-77.3% | $101,264-83.8% | $79,858-79.4% |
| Participation rate | 30.0% | 68.5%-38.5pp | 75.8%-45.8pp | 69.6%-39.6pp |
| Annual return | 4.43% | 22.30%-17.9pp | 46.48%-42.0pp | 31.72%-27.3pp |
| Employer contribution / active EE | $830 | $2,692-69.2% | $3,660-77.3% | $2,471-66.4% |
| Participant deferral / active EE | $1,539 | $3,282-53.1% | $4,370-64.8% | $3,740-58.9% |
| Admin fee / account holder | $1,822 | $4,401-58.6% | $5,947-69.4% | $5,306-65.7% |