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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 | $17,833 | $79,894-77.7% | $135,792-86.9% | $82,637-78.4% |
| Participation rate | 15.3% | 63.0%-47.7pp | 72.6%-57.3pp | 68.1%-52.8pp |
| Annual return | 11.68% | 17.20%-5.5pp | 25.96%-14.3pp | 53.51%-41.8pp |
| Employer contribution / active EE | $910 | $2,165-58.0% | $3,496-74.0% | $2,552-64.3% |
| Participant deferral / active EE | $1,344 | $3,194-57.9% | $4,759-71.8% | $4,126-67.4% |
| Admin fee / account holder | $801 | $6,434-87.6% | $12,266-93.5% | $7,339-89.1% |