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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 | $13,565 | $52,836-74.3% | $105,736-87.2% | $64,173-78.9% |
| Participation rate | 40.4% | 66.5%-26.1pp | 76.3%-35.9pp | 69.6%-29.1pp |
| Annual return | -8.58% | 14.30%-22.9pp | 6.27%-14.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $898 | $1,827-50.9% | $3,268-72.5% | $2,381-62.3% |
| Participant deferral / active EE | $1,493 | $2,545-41.3% | $4,080-63.4% | $3,470-57.0% |
| Admin fee / account holder | $2,018 | $3,959-49.0% | $6,913-70.8% | $4,887-58.7% |