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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 | $16,849 | $72,273-76.7% | $101,275-83.4% | $79,856-78.9% |
| Participation rate | 37.1% | 68.5%-31.3pp | 75.8%-38.7pp | 69.6%-32.5pp |
| Annual return | 6.53% | 22.30%-15.8pp | 46.48%-39.9pp | 31.71%-25.2pp |
| Employer contribution / active EE | $782 | $2,691-70.9% | $3,660-78.6% | $2,471-68.4% |
| Participant deferral / active EE | $1,805 | $3,282-45.0% | $4,371-58.7% | $3,741-51.8% |
| Admin fee / account holder | $9,258 | $4,401+110.3% | $5,948+55.6% | $5,306+74.5% |