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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 | $22,687 | $79,955-71.6% | $98,461-77.0% | $75,173-69.8% |
| Participation rate | 49.3% | 70.4%-21.0pp | 75.2%-25.8pp | 67.2%-17.9pp |
| Annual return | 11.95% | 19.75%-7.8pp | 21.17%-9.2pp | 160.72%-148.8pp |
| Employer contribution / active EE | $1,196 | $2,264-47.2% | $3,049-60.8% | $2,671-55.2% |
| Participant deferral / active EE | $2,236 | $3,752-40.4% | $4,738-52.8% | $4,126-45.8% |
| Admin fee / account holder | $16,495 | $6,841+141.1% | $8,961+84.1% | $5,651+191.9% |