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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 | $17,386 | $65,034-73.3% | $90,970-80.9% | $79,856-78.2% |
| Participation rate | 40.0% | 61.6%-21.6pp | 69.0%-29.0pp | 69.6%-29.6pp |
| Annual return | 8.06% | 30.45%-22.4pp | 134.60%-126.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $611 | $1,247-51.0% | $2,122-71.2% | $2,471-75.3% |
| Participant deferral / active EE | $1,133 | $2,512-54.9% | $3,373-66.4% | $3,741-69.7% |
| Admin fee / account holder | $1,220 | $4,536-73.1% | $5,961-79.5% | $5,306-77.0% |