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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 | $18,416 | $86,949-78.8% | $102,460-82.0% | $80,959-77.3% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | -0.36% | 18.89%-19.3pp | 29.47%-29.8pp | 35.67%-36.0pp |
| Employer contribution / active EE | $881 | $2,370-62.8% | $3,025-70.9% | $2,757-68.0% |
| Participant deferral / active EE | $4,134 | $4,121+0.3% | $5,056-18.2% | $4,300-3.9% |
| Admin fee / account holder | $6,434 | $8,048-20.0% | $9,460-32.0% | $6,925-7.1% |