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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 | $19,911 | $135,956-85.4% | $123,894-83.9% | $273,972-92.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 1.27% | 56.63%-55.4pp | 47.52%-46.2pp | 41.46%-40.2pp |
| Employer contribution / active EE | $3,919 | $5,170-24.2% | $4,617-15.1% | $4,869-19.5% |
| Participant deferral / active EE | $8,024 | $6,343+26.5% | $5,984+34.1% | $5,287+51.8% |
| Admin fee / account holder | $62,789 | $9,817+539.6% | $8,357+651.3% | $10,133+519.7% |