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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 | $16,054 | $87,132-81.6% | $105,624-84.8% | $80,959-80.2% |
| Participation rate | 60.3% | 70.4%-10.1pp | 75.3%-14.9pp | 67.7%-7.3pp |
| Annual return | 4.05% | 17.03%-13.0pp | 116.20%-112.1pp | 35.67%-31.6pp |
| Employer contribution / active EE | $1,580 | $2,397-34.1% | $3,168-50.1% | $2,757-42.7% |
| Participant deferral / active EE | $2,630 | $3,985-34.0% | $5,013-47.5% | $4,300-38.8% |
| Admin fee / account holder | $640 | $8,449-92.4% | $10,961-94.2% | $6,925-90.8% |