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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 | $26,330 | $69,977-62.4% | $108,582-75.8% | $62,881-58.1% |
| Participation rate | 42.9% | 72.9%-30.0pp | 79.6%-36.7pp | 69.3%-26.4pp |
| Annual return | 4.68% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $709 | $2,135-66.8% | $3,758-81.1% | $2,281-68.9% |
| Participant deferral / active EE | $2,133 | $3,165-32.6% | $4,311-50.5% | $3,203-33.4% |
| Admin fee / account holder | $4,916 | $5,076-3.2% | $7,645-35.7% | $4,296+14.4% |