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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 | $14,365 | $88,707-83.8% | $74,184-80.6% | $273,972-94.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1.08% | 11.94%-10.9pp | 17.74%-16.7pp | 41.46%-40.4pp |
| Employer contribution / active EE | $773 | $3,159-75.5% | $2,370-67.4% | $4,869-84.1% |
| Participant deferral / active EE | $1,614 | $4,212-61.7% | $3,550-54.5% | $5,287-69.5% |
| Admin fee / account holder | $7,109 | $8,717-18.4% | $5,586+27.3% | $10,133-29.8% |