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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 | $17,227 | $71,230-75.8% | $93,727-81.6% | $80,959-78.7% |
| Participation rate | 48.3% | 60.4%-12.1pp | 68.7%-20.4pp | 67.7%-19.4pp |
| Annual return | 7.48% | 11.26%-3.8pp | 133.83%-126.4pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,122 | $1,565-28.3% | $2,421-53.7% | $2,757-59.3% |
| Participant deferral / active EE | $2,504 | $4,037-38.0% | $4,417-43.3% | $4,300-41.8% |
| Admin fee / account holder | $28,208 | $6,961+305.2% | $8,292+240.2% | $6,925+307.3% |