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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 | $21,024 | $69,977-70.0% | $108,582-80.6% | $62,881-66.6% |
| Participation rate | 30.8% | 72.9%-42.1pp | 79.6%-48.8pp | 69.3%-38.5pp |
| Annual return | 0.62% | 10.73%-10.1pp | -51.70%+52.3pp | 20.14%-19.5pp |
| Employer contribution / active EE | $735 | $2,135-65.6% | $3,758-80.4% | $2,281-67.8% |
| Participant deferral / active EE | $1,592 | $3,165-49.7% | $4,311-63.1% | $3,203-50.3% |
| Admin fee / account holder | $5,570 | $5,076+9.7% | $7,645-27.1% | $4,296+29.7% |