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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 | $20,142 | $72,269-72.1% | $101,271-80.1% | $79,852-74.8% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 8.60% | 22.29%-13.7pp | 46.48%-37.9pp | 31.72%-23.1pp |
| Employer contribution / active EE | $1,040 | $2,692-61.4% | $3,660-71.6% | $2,471-57.9% |
| Participant deferral / active EE | $2,561 | $3,282-22.0% | $4,371-41.4% | $3,740-31.5% |
| Admin fee / account holder | $10,471 | $4,401+137.9% | $5,948+76.1% | $5,306+97.3% |