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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 | $27,664 | $87,733-68.5% | $106,555-74.0% | $85,847-67.8% |
| Participation rate | 65.2% | 71.9%-6.7pp | 76.1%-10.9pp | 69.3%-4.1pp |
| Annual return | 9.68% | 21.86%-12.2pp | 26.80%-17.1pp | 318.61%-308.9pp |
| Employer contribution / active EE | $1,353 | $2,073-34.7% | $2,819-52.0% | $2,565-47.3% |
| Participant deferral / active EE | $2,639 | $3,469-23.9% | $4,399-40.0% | $3,952-33.2% |
| Admin fee / account holder | $1,443 | $6,767-78.7% | $7,408-80.5% | $6,261-76.9% |