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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 | $13,483 | $52,678-74.4% | $75,784-82.2% | $59,633-77.4% |
| Participation rate | 44.8% | 67.2%-22.4pp | 75.8%-31.0pp | 68.7%-23.8pp |
| Annual return | -3.48% | 2.95%-6.4pp | 9.68%-13.2pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,595 | $2,193-27.3% | $3,323-52.0% | $2,203-27.6% |
| Participant deferral / active EE | $2,003 | $2,591-22.7% | $3,652-45.1% | $3,192-37.2% |
| Admin fee / account holder | $1,845 | $3,610-48.9% | $5,300-65.2% | $4,297-57.1% |