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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 | $16,285 | $50,464-67.7% | $75,784-78.5% | $52,331-68.9% |
| Participation rate | 56.3% | 66.8%-10.5pp | 75.8%-19.5pp | 68.1%-11.8pp |
| Annual return | -3.04% | 1.03%-4.1pp | 9.68%-12.7pp | 4.54%-7.6pp |
| Employer contribution / active EE | $1,066 | $1,988-46.4% | $3,323-67.9% | $1,882-43.3% |
| Participant deferral / active EE | $1,644 | $2,570-36.0% | $3,652-55.0% | $3,022-45.6% |
| Admin fee / account holder | $798 | $1,103-27.6% | $5,300-84.9% | $592+34.9% |