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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 | $15,670 | $106,864-85.3% | $147,318-89.4% | $82,637-81.0% |
| Participation rate | 34.6% | 75.5%-40.9pp | 82.1%-47.4pp | 68.1%-33.4pp |
| Annual return | 7.34% | 27.49%-20.1pp | 70.43%-63.1pp | 53.51%-46.2pp |
| Employer contribution / active EE | $1,457 | $3,417-57.4% | $4,593-68.3% | $2,552-42.9% |
| Participant deferral / active EE | $2,540 | $6,496-60.9% | $7,906-67.9% | $4,126-38.5% |
| Admin fee / account holder | $13,265 | $8,415+57.6% | $13,708-3.2% | $7,339+80.8% |