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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 | $16,566 | $62,672-73.6% | $185,117-91.1% | $70,126-76.4% |
| Participation rate | 41.3% | 63.8%-22.5pp | 77.3%-36.0pp | 69.5%-28.2pp |
| Annual return | 12.19% | 40.79%-28.6pp | 40.50%-28.3pp | 73.15%-61.0pp |
| Employer contribution / active EE | $621 | $1,753-64.6% | $4,182-85.2% | $2,343-73.5% |
| Participant deferral / active EE | $1,548 | $3,272-52.7% | $5,045-69.3% | $3,332-53.5% |
| Admin fee / account holder | $7,653 | $3,932+94.6% | $8,159-6.2% | $4,645+64.7% |