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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 | $20,849 | $101,795-79.5% | $165,100-87.4% | $80,959-74.2% |
| Participation rate | 56.4% | 71.8%-15.4pp | 78.6%-22.2pp | 67.7%-11.3pp |
| Annual return | 8.79% | 16.73%-7.9pp | 70.21%-61.4pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,428 | $2,954-51.7% | $4,348-67.2% | $2,757-48.2% |
| Participant deferral / active EE | $3,433 | $4,476-23.3% | $6,035-43.1% | $4,300-20.2% |
| Admin fee / account holder | $600 | $8,221-92.7% | $12,696-95.3% | $6,925-91.3% |