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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 | $17,432 | $54,541-68.0% | $78,778-77.9% | $70,126-75.1% |
| Participation rate | 28.6% | 60.8%-32.2pp | 69.2%-40.6pp | 69.5%-41.0pp |
| Annual return | 3.34% | 21.07%-17.7pp | 35.62%-32.3pp | 73.15%-69.8pp |
| Employer contribution / active EE | $493 | $1,089-54.7% | $1,986-75.1% | $2,343-78.9% |
| Participant deferral / active EE | $1,616 | $2,210-26.9% | $2,958-45.4% | $3,332-51.5% |
| Admin fee / account holder | $67,074 | $3,709+1708.6% | $5,134+1206.5% | $4,645+1343.9% |