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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 | $20,954 | $202,342-89.6% | $172,752-87.9% | $152,897-86.3% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 3.28% | 1029.83%-1026.5pp | 802.97%-799.7pp | 345.43%-342.1pp |
| Employer contribution / active EE | $2,398 | $5,858-59.1% | $5,144-53.4% | $4,764-49.7% |
| Participant deferral / active EE | $3,804 | $5,948-36.0% | $5,198-26.8% | $5,851-35.0% |
| Admin fee / account holder | $2,521 | $17,111-85.3% | $13,955-81.9% | $11,599-78.3% |