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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 | $19,948 | $93,589-78.7% | $135,942-85.3% | $75,181-73.5% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 5.67% | 30.90%-25.2pp | 68.28%-62.6pp | 160.69%-155.0pp |
| Employer contribution / active EE | $1,748 | $3,537-50.6% | $4,858-64.0% | $2,671-34.5% |
| Participant deferral / active EE | $3,384 | $6,405-47.2% | $7,759-56.4% | $4,126-18.0% |
| Admin fee / account holder | $762 | $6,977-89.1% | $10,764-92.9% | $5,650-86.5% |