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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 | $16,153 | $76,551-78.9% | $123,894-87.0% | $62,881-74.3% |
| Participation rate | 53.7% | 73.0%-19.3pp | 81.4%-27.8pp | 69.3%-15.6pp |
| Annual return | 4.48% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,559 | $2,882-45.9% | $4,617-66.2% | $2,281-31.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $652 | $4,826-86.5% | $8,357-92.2% | $4,296-84.8% |