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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 | $20,104 | $72,177-72.1% | $115,037-82.5% | $59,633-66.3% |
| Participation rate | 63.9% | 72.6%-8.7pp | 81.4%-17.5pp | 68.7%-4.8pp |
| Annual return | -2.49% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $1,964 | $2,841-30.9% | $4,608-57.4% | $2,203-10.8% |
| Participant deferral / active EE | $2,908 | $4,783-39.2% | $6,026-51.7% | $3,192-8.9% |
| Admin fee / account holder | $809 | $4,927-83.6% | $8,175-90.1% | $4,297-81.2% |