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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 | $17,406 | $81,446-78.6% | $103,374-83.2% | $80,874-78.5% |
| Participation rate | 36.4% | 66.9%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 9.68% | 25.57%-15.9pp | 24.89%-15.2pp | 35.62%-25.9pp |
| Employer contribution / active EE | $840 | $3,107-73.0% | $3,869-78.3% | $2,756-69.5% |
| Participant deferral / active EE | $1,795 | $3,870-53.6% | $5,058-64.5% | $4,297-58.2% |
| Admin fee / account holder | $8,157 | $6,715+21.5% | $8,394-2.8% | $6,935+17.6% |