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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 | $26,491 | $108,825-75.7% | $156,181-83.0% | $82,448-67.9% |
| Participation rate | 34.1% | 72.4%-38.2pp | 78.8%-44.7pp | 68.1%-33.9pp |
| Annual return | 12.39% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $892 | $2,870-68.9% | $4,294-79.2% | $2,551-65.0% |
| Participant deferral / active EE | $2,875 | $4,577-37.2% | $6,132-53.1% | $4,139-30.5% |
| Admin fee / account holder | $17,321 | $9,341+85.4% | $14,586+18.8% | $7,234+139.4% |