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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 | $16,104 | $48,364-66.7% | $71,796-77.6% | $62,881-74.4% |
| Participation rate | 32.0% | 60.6%-28.6pp | 69.1%-37.1pp | 69.3%-37.3pp |
| Annual return | 2.39% | 13.16%-10.8pp | 78.04%-75.6pp | 20.14%-17.8pp |
| Employer contribution / active EE | $298 | $1,042-71.4% | $1,924-84.5% | $2,281-87.0% |
| Participant deferral / active EE | $2,383 | $2,091+14.0% | $2,794-14.7% | $3,203-25.6% |
| Admin fee / account holder | $76,344 | $3,771+1924.4% | $4,815+1485.6% | $4,296+1677.2% |