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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 | $16,991 | $67,411-74.8% | $91,004-81.3% | $70,126-75.8% |
| Participation rate | 63.0% | 71.4%-8.4pp | 75.6%-12.6pp | 69.5%-6.5pp |
| Annual return | 12.46% | -40.16%+52.6pp | 4.60%+7.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $732 | $1,786-59.0% | $2,456-70.2% | $2,343-68.8% |
| Participant deferral / active EE | $1,390 | $2,823-50.8% | $3,548-60.8% | $3,332-58.3% |
| Admin fee / account holder | $3,633 | $4,236-14.2% | $5,417-32.9% | $4,645-21.8% |