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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 | $16,434 | $54,541-69.9% | $78,778-79.1% | $70,126-76.6% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 11.89% | 21.07%-9.2pp | 35.62%-23.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $745 | $1,089-31.6% | $1,986-62.5% | $2,343-68.2% |
| Participant deferral / active EE | $2,210 | $2,2100% | $2,958-25.3% | $3,332-33.7% |
| Admin fee / account holder | $1,286 | $3,709-65.3% | $5,134-74.9% | $4,645-72.3% |