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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 | $18,047 | $78,670-77.1% | $109,173-83.5% | $85,847-79.0% |
| Participation rate | 48.4% | 68.3%-19.9pp | 75.9%-27.5pp | 69.3%-20.9pp |
| Annual return | 4.61% | 25.09%-20.5pp | 25.75%-21.1pp | 318.61%-314.0pp |
| Employer contribution / active EE | $1,835 | $2,734-32.9% | $3,723-50.7% | $2,565-28.5% |
| Participant deferral / active EE | $3,271 | $3,467-5.7% | $4,654-29.7% | $3,952-17.2% |
| Admin fee / account holder | $25,508 | $5,469+366.4% | $6,755+277.6% | $6,261+307.4% |