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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 | $13,232 | $58,828-77.5% | $78,002-83.0% | $62,881-79.0% |
| Participation rate | 55.8% | 71.1%-15.2pp | 75.5%-19.7pp | 69.3%-13.5pp |
| Annual return | 2.44% | 17.16%-14.7pp | 425.99%-423.5pp | 20.14%-17.7pp |
| Employer contribution / active EE | $609 | $1,672-63.6% | $2,470-75.4% | $2,281-73.3% |
| Participant deferral / active EE | $1,145 | $2,686-57.4% | $3,497-67.3% | $3,203-64.2% |
| Admin fee / account holder | $19,011 | $4,393+332.7% | $5,481+246.9% | $4,296+342.6% |