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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 | $29,392 | $181,898-83.8% | $156,552-81.2% | $273,970-89.3% |
| Participation rate | 41.7% | 88.4%-46.7pp | 84.0%-42.3pp | 83.0%-41.3pp |
| Annual return | -4.44% | 30.74%-35.2pp | 32.23%-36.7pp | 41.46%-45.9pp |
| Employer contribution / active EE | $3,958 | $6,248-36.7% | $5,501-28.1% | $4,869-18.7% |
| Participant deferral / active EE | $2,616 | $5,550-52.9% | $4,871-46.3% | $5,287-50.5% |
| Admin fee / account holder | $57,633 | $15,560+270.4% | $13,028+342.4% | $10,132+468.8% |