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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 | $19,984 | $58,828-66.0% | $78,002-74.4% | $62,881-68.2% |
| Participation rate | 33.8% | 71.1%-37.3pp | 75.5%-41.8pp | 69.3%-35.6pp |
| Annual return | 3.74% | 17.16%-13.4pp | 425.99%-422.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $747 | $1,672-55.3% | $2,470-69.8% | $2,281-67.3% |
| Participant deferral / active EE | $1,914 | $2,686-28.7% | $3,497-45.3% | $3,203-40.2% |
| Admin fee / account holder | $3,407 | $4,393-22.4% | $5,481-37.8% | $4,296-20.7% |