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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 | $18,463 | $104,251-82.3% | $91,004-79.7% | $147,586-87.5% |
| Participation rate | 31.8% | 78.2%-46.4pp | 75.6%-43.8pp | 82.8%-51.0pp |
| Annual return | 0.89% | 27.06%-26.2pp | 4.60%-3.7pp | 578.59%-577.7pp |
| Employer contribution / active EE | $806 | $3,116-74.1% | $2,456-67.2% | $4,876-83.5% |
| Participant deferral / active EE | $1,477 | $4,195-64.8% | $3,548-58.4% | $5,439-72.8% |
| Admin fee / account holder | $1,196 | $8,948-86.6% | $5,417-77.9% | $10,886-89.0% |