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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 | $16,274 | $72,177-77.5% | $115,038-85.9% | $59,633-72.7% |
| Participation rate | 48.5% | 72.6%-24.1pp | 81.4%-32.9pp | 68.7%-20.2pp |
| Annual return | -2.70% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.47%-2044.2pp |
| Employer contribution / active EE | $1,825 | $2,841-35.8% | $4,608-60.4% | $2,203-17.1% |
| Participant deferral / active EE | $4,538 | $4,783-5.1% | $6,026-24.7% | $3,192+42.2% |
| Admin fee / account holder | $1,614 | $4,927-67.2% | $8,175-80.3% | $4,297-62.4% |