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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 | $17,997 | $54,541-67.0% | $78,778-77.2% | $70,126-74.3% |
| Participation rate | 50.9% | 60.8%-9.9pp | 69.2%-18.3pp | 69.5%-18.6pp |
| Annual return | 6.44% | 21.07%-14.6pp | 35.62%-29.2pp | 73.15%-66.7pp |
| Employer contribution / active EE | $1,207 | $1,089+10.9% | $1,986-39.2% | $2,343-48.5% |
| Participant deferral / active EE | $2,589 | $2,210+17.1% | $2,958-12.5% | $3,332-22.3% |
| Admin fee / account holder | $869 | $3,709-76.6% | $5,134-83.1% | $4,645-81.3% |