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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 | $20,776 | $215,361-90.4% | $171,082-87.9% | $273,972-92.4% |
| Participation rate | 52.6% | 82.0%-29.4pp | 76.7%-24.1pp | 83.0%-30.4pp |
| Annual return | 0.25% | 25.14%-24.9pp | 32.56%-32.3pp | 41.46%-41.2pp |
| Employer contribution / active EE | $655 | $4,967-86.8% | $4,002-83.6% | $4,869-86.5% |
| Participant deferral / active EE | $966 | $5,543-82.6% | $4,797-79.9% | $5,287-81.7% |
| Admin fee / account holder | $34,001 | $10,846+213.5% | $8,520+299.1% | $10,133+235.6% |