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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 | $25,605 | $78,425-67.4% | $95,956-73.3% | $79,858-67.9% |
| Participation rate | 30.5% | 73.5%-43.0pp | 77.1%-46.6pp | 69.6%-39.1pp |
| Annual return | 2.49% | 19.37%-16.9pp | 91.63%-89.1pp | 31.72%-29.2pp |
| Employer contribution / active EE | $780 | $1,945-59.9% | $2,541-69.3% | $2,471-68.4% |
| Participant deferral / active EE | $1,714 | $3,440-50.2% | $4,167-58.9% | $3,740-54.2% |
| Admin fee / account holder | $14,523 | $5,622+158.3% | $6,797+113.7% | $5,306+173.7% |