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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 | $21,617 | $82,032-73.6% | $123,104-82.4% | $59,632-63.8% |
| Participation rate | 65.4% | 83.2%-17.8pp | 86.8%-21.3pp | 68.7%-3.2pp |
| Annual return | -3.77% | 5.12%-8.9pp | 13.22%-17.0pp | 2041.32%-2045.1pp |
| Employer contribution / active EE | $1,646 | $3,297-50.1% | $5,151-68.0% | $2,203-25.3% |
| Participant deferral / active EE | $2,590 | $4,667-44.5% | $6,230-58.4% | $3,192-18.8% |
| Admin fee / account holder | $1,200 | $5,881-79.6% | $9,015-86.7% | $4,297-72.1% |