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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 | $21,503 | $78,428-72.6% | $95,960-77.6% | $79,852-73.1% |
| Participation rate | 35.3% | 73.5%-38.2pp | 77.1%-41.8pp | 69.6%-34.3pp |
| Annual return | 9.17% | 19.37%-10.2pp | 91.63%-82.5pp | 31.72%-22.6pp |
| Employer contribution / active EE | $658 | $1,945-66.2% | $2,541-74.1% | $2,471-73.4% |
| Participant deferral / active EE | $1,606 | $3,440-53.3% | $4,167-61.4% | $3,740-57.1% |
| Admin fee / account holder | $1,783 | $5,622-68.3% | $6,797-73.8% | $5,306-66.4% |