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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 | $32,760 | $131,167-75.0% | $259,274-87.4% | $131,167-75.0% |
| Participation rate | 60.0% | 70.6%-10.6pp | 77.9%-17.9pp | 70.6%-10.6pp |
| Annual return | 8.79% | 14.69%-5.9pp | -8.64%+17.4pp | 14.69%-5.9pp |
| Employer contribution / active EE | $601 | $3,654-83.5% | $5,859-89.7% | $3,654-83.5% |
| Participant deferral / active EE | $1,864 | $4,079-54.3% | $4,555-59.1% | $4,079-54.3% |
| Admin fee / account holder | $1,276 | $12,045-89.4% | $15,727-91.9% | $12,045-89.4% |