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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 | $20,867 | $86,940-76.0% | $102,434-79.6% | $80,935-74.2% |
| Participation rate | 19.1% | 72.4%-53.2pp | 76.5%-57.4pp | 67.7%-48.5pp |
| Annual return | 4.19% | 18.89%-14.7pp | 29.46%-25.3pp | 35.66%-31.5pp |
| Employer contribution / active EE | $737 | $2,370-68.9% | $3,023-75.6% | $2,757-73.3% |
| Participant deferral / active EE | $2,492 | $4,121-39.5% | $5,055-50.7% | $4,299-42.0% |
| Admin fee / account holder | $43,225 | $8,047+437.1% | $9,462+356.8% | $6,924+524.2% |