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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 | $19,141 | $67,606-71.7% | $82,313-76.7% | $70,124-72.7% |
| Participation rate | 53.2% | 72.8%-19.5pp | 76.9%-23.6pp | 69.5%-16.3pp |
| Annual return | 7.60% | 21.57%-14.0pp | 25.88%-18.3pp | 73.14%-65.5pp |
| Employer contribution / active EE | $735 | $1,755-58.1% | $2,428-69.7% | $2,342-68.6% |
| Participant deferral / active EE | $1,654 | $2,987-44.6% | $3,706-55.4% | $3,332-50.3% |
| Admin fee / account holder | $14,981 | $4,512+232.0% | $5,608+167.1% | $4,645+222.5% |