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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 | $19,391 | $72,177-73.1% | $115,038-83.1% | $59,633-67.5% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -4.39% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $1,572 | $2,841-44.7% | $4,608-65.9% | $2,203-28.6% |
| Participant deferral / active EE | $3,488 | $4,783-27.1% | $6,026-42.1% | $3,192+9.3% |
| Admin fee / account holder | $2,321 | $4,927-52.9% | $8,175-71.6% | $4,297-46.0% |