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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 | $25,583 | $72,486-64.7% | $87,103-70.6% | $72,976-64.9% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.9%-22.3pp | 69.5%-14.9pp |
| Annual return | 2.83% | 24.46%-21.6pp | 28.19%-25.4pp | 81.02%-78.2pp |
| Employer contribution / active EE | $647 | $1,894-65.8% | $2,521-74.3% | $2,440-73.5% |
| Participant deferral / active EE | $1,939 | $3,270-40.7% | $4,049-52.1% | $3,608-46.3% |
| Admin fee / account holder | $10,929 | $5,055+116.2% | $7,491+45.9% | $5,124+113.3% |