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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 | $32,804 | $91,760-64.3% | $156,181-79.0% | $67,986-51.7% |
| Participation rate | 51.4% | 65.0%-13.6pp | 78.8%-27.4pp | 57.2%-5.8pp |
| Annual return | 6.46% | 18.14%-11.7pp | 64.87%-58.4pp | 31.67%-25.2pp |
| Employer contribution / active EE | $995 | $2,419-58.9% | $4,294-76.8% | $2,019-50.7% |
| Participant deferral / active EE | $2,753 | $3,960-30.5% | $6,132-55.1% | $3,358-18.0% |
| Admin fee / account holder | $7,218 | $3,949+82.8% | $14,586-50.5% | $3,203+125.3% |