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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 | $20,082 | $70,435-71.5% | $96,575-79.2% | $85,856-76.6% |
| Participation rate | 68.8% | 61.8%+6.9pp | 69.8%-1.1pp | 69.3%-0.6pp |
| Annual return | 10.69% | 18.59%-7.9pp | 37.79%-27.1pp | 318.58%-307.9pp |
| Employer contribution / active EE | $934 | $1,413-33.9% | $2,357-60.4% | $2,565-63.6% |
| Participant deferral / active EE | $2,890 | $2,894-0.1% | $3,849-24.9% | $3,952-26.9% |
| Admin fee / account holder | $1,178 | $4,997-76.4% | $6,182-81.0% | $6,261-81.2% |