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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 | $77,896-77.1% | $134,172-86.7% | $82,448-78.4% |
| Participation rate | 15.3% | 62.8%-47.5pp | 72.5%-57.2pp | 68.1%-52.8pp |
| Annual return | 11.68% | 18.21%-6.5pp | 25.30%-13.6pp | 41.64%-30.0pp |
| Employer contribution / active EE | $910 | $2,159-57.9% | $3,420-73.4% | $2,551-64.3% |
| Participant deferral / active EE | $1,344 | $3,162-57.5% | $4,690-71.3% | $4,139-67.5% |
| Admin fee / account holder | $801 | $6,336-87.4% | $12,016-93.3% | $7,234-88.9% |