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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 | $81,504-78.6% | $102,437-83.0% | $80,959-78.5% |
| Participation rate | 36.4% | 66.9%-30.5pp | 74.5%-38.1pp | 67.7%-31.3pp |
| Annual return | 9.68% | 25.60%-15.9pp | 24.95%-15.3pp | 35.67%-26.0pp |
| Employer contribution / active EE | $840 | $3,104-72.9% | $3,871-78.3% | $2,757-69.5% |
| Participant deferral / active EE | $1,795 | $3,871-53.6% | $5,060-64.5% | $4,300-58.3% |
| Admin fee / account holder | $8,157 | $6,719+21.4% | $8,388-2.8% | $6,925+17.8% |