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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 | $24,914 | $101,795-75.5% | $165,100-84.9% | $80,959-69.2% |
| Participation rate | 49.1% | 71.8%-22.8pp | 78.6%-29.6pp | 67.7%-18.6pp |
| Annual return | 7.80% | 16.73%-8.9pp | 70.21%-62.4pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,063 | $2,954-64.0% | $4,348-75.5% | $2,757-61.4% |
| Participant deferral / active EE | $2,393 | $4,476-46.5% | $6,035-60.3% | $4,300-44.3% |
| Admin fee / account holder | $1,386 | $8,221-83.1% | $12,696-89.1% | $6,925-80.0% |