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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 | $18,321 | $117,895-84.5% | $102,460-82.1% | $145,897-87.4% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 7.34% | 31.92%-24.6pp | 29.47%-22.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,112 | $3,619-69.3% | $3,025-63.2% | $4,663-76.2% |
| Participant deferral / active EE | $2,580 | $5,736-55.0% | $5,056-49.0% | $6,689-61.4% |
| Admin fee / account holder | $27,695 | $13,353+107.4% | $9,460+192.8% | $13,390+106.8% |