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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 | $16,927 | $58,726-71.2% | $92,240-81.6% | $62,293-72.8% |
| Participation rate | 43.3% | 68.3%-25.1pp | 76.5%-33.2pp | 69.5%-26.2pp |
| Annual return | 12.78% | 43.62%-30.8pp | 176.29%-163.5pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,549 | $2,392-35.2% | $3,680-57.9% | $2,042-24.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $756 | $556+35.9% | $5,194-85.4% | $479+57.7% |