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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 | $20,896 | $58,828-64.5% | $78,002-73.2% | $62,881-66.8% |
| Participation rate | 48.3% | 71.1%-22.8pp | 75.5%-27.2pp | 69.3%-21.0pp |
| Annual return | 0.84% | 17.16%-16.3pp | 425.99%-425.1pp | 20.14%-19.3pp |
| Employer contribution / active EE | $712 | $1,672-57.4% | $2,470-71.2% | $2,281-68.8% |
| Participant deferral / active EE | $1,174 | $2,686-56.3% | $3,497-66.4% | $3,203-63.3% |
| Admin fee / account holder | $2,340 | $4,393-46.7% | $5,481-57.3% | $4,296-45.5% |