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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 | $17,619 | $72,273-75.6% | $101,275-82.6% | $79,856-77.9% |
| Participation rate | 51.4% | 68.5%-17.1pp | 75.8%-24.5pp | 69.6%-18.3pp |
| Annual return | 8.48% | 22.30%-13.8pp | 46.48%-38.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $734 | $2,691-72.7% | $3,660-79.9% | $2,471-70.3% |
| Participant deferral / active EE | $1,598 | $3,282-51.3% | $4,371-63.4% | $3,741-57.3% |
| Admin fee / account holder | $3,097 | $4,401-29.6% | $5,948-47.9% | $5,306-41.6% |