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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 | $18,220 | $86,938-79.0% | $102,423-82.2% | $80,925-77.5% |
| Participation rate | 55.2% | 72.4%-17.2pp | 76.5%-21.3pp | 67.7%-12.5pp |
| Annual return | 2.37% | 18.89%-16.5pp | 29.42%-27.1pp | 35.65%-33.3pp |
| Employer contribution / active EE | $994 | $2,369-58.0% | $3,023-67.1% | $2,756-63.9% |
| Participant deferral / active EE | $1,911 | $4,120-53.6% | $5,054-62.2% | $4,299-55.5% |
| Admin fee / account holder | $56,933 | $8,053+607.0% | $9,455+502.2% | $6,940+720.3% |