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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 | $23,776 | $69,977-66.0% | $108,582-78.1% | $62,881-62.2% |
| Participation rate | 44.6% | 72.9%-28.3pp | 79.6%-35.0pp | 69.3%-24.7pp |
| Annual return | 4.02% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,103 | $2,135-48.3% | $3,758-70.7% | $2,281-51.7% |
| Participant deferral / active EE | $1,568 | $3,165-50.4% | $4,311-63.6% | $3,203-51.0% |
| Admin fee / account holder | $12,237 | $5,076+141.1% | $7,645+60.1% | $4,296+184.9% |