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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 | $20,133 | $81,258-75.2% | $105,218-80.9% | $59,633-66.2% |
| Participation rate | 58.3% | 75.4%-17.1pp | 77.2%-18.9pp | 68.7%-10.3pp |
| Annual return | -4.52% | 1.96%-6.5pp | 5.33%-9.9pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,629 | $2,562-36.4% | $3,255-50.0% | $2,203-26.1% |
| Participant deferral / active EE | $3,678 | $3,881-5.2% | $4,867-24.4% | $3,192+15.2% |
| Admin fee / account holder | $961 | $5,841-83.6% | $6,992-86.3% | $4,297-77.6% |