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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 | $18,751 | $135,956-86.2% | $123,894-84.9% | $273,972-93.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 3.18% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,285 | $5,170-75.1% | $4,617-72.2% | $4,869-73.6% |
| Participant deferral / active EE | $2,150 | $6,343-66.1% | $5,984-64.1% | $5,287-59.3% |
| Admin fee / account holder | $1,261 | $9,817-87.2% | $8,357-84.9% | $10,133-87.6% |