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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 | $19,653 | $72,177-72.8% | $115,038-82.9% | $59,633-67.0% |
| Participation rate | 63.3% | 72.6%-9.2pp | 81.4%-18.0pp | 68.7%-5.3pp |
| Annual return | -5.01% | 12.02%-17.0pp | 26.14%-31.1pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,450 | $2,841-49.0% | $4,608-68.5% | $2,203-34.2% |
| Participant deferral / active EE | $2,958 | $4,783-38.2% | $6,026-50.9% | $3,192-7.3% |
| Admin fee / account holder | $841 | $4,927-82.9% | $8,175-89.7% | $4,297-80.4% |