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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 | $18,493 | $69,977-73.6% | $108,582-83.0% | $62,881-70.6% |
| Participation rate | 51.4% | 72.9%-21.5pp | 79.6%-28.1pp | 69.3%-17.9pp |
| Annual return | 2.27% | 10.73%-8.5pp | -51.70%+54.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $607 | $2,135-71.6% | $3,758-83.9% | $2,281-73.4% |
| Participant deferral / active EE | $1,763 | $3,165-44.3% | $4,311-59.1% | $3,203-45.0% |
| Admin fee / account holder | $939 | $5,076-81.5% | $7,645-87.7% | $4,296-78.1% |