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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 | $25,214 | $86,288-70.8% | $111,306-77.3% | $85,851-70.6% |
| Participation rate | 54.0% | 73.3%-19.3pp | 77.3%-23.3pp | 69.3%-15.3pp |
| Annual return | 8.08% | 19.99%-11.9pp | 54.67%-46.6pp | 318.63%-310.6pp |
| Employer contribution / active EE | $641 | $2,044-68.7% | $2,732-76.6% | $2,565-75.0% |
| Participant deferral / active EE | $2,416 | $3,641-33.6% | $4,488-46.2% | $3,952-38.9% |
| Admin fee / account holder | $16,981 | $8,189+107.4% | $7,966+113.2% | $6,261+171.2% |