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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 | $20,170 | $181,896-88.9% | $156,551-87.1% | $273,972-92.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 2.30% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,033 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $3,794 | $5,550-31.6% | $4,871-22.1% | $5,287-28.3% |
| Admin fee / account holder | $548,327 | $15,560+3423.9% | $13,028+4108.8% | $10,133+5311.5% |