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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 | $16,716 | $48,364-65.4% | $71,796-76.7% | $62,881-73.4% |
| Participation rate | 60.0% | 60.6%-0.6pp | 69.1%-9.1pp | 69.3%-9.3pp |
| Annual return | 4.79% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $858 | $1,042-17.6% | $1,924-55.4% | $2,281-62.4% |
| Participant deferral / active EE | $2,152 | $2,091+2.9% | $2,794-23.0% | $3,203-32.8% |
| Admin fee / account holder | $2,355 | $3,771-37.6% | $4,815-51.1% | $4,296-45.2% |