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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 | $26,709 | $181,896-85.3% | $156,551-82.9% | $273,972-90.3% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | -2.21% | 30.74%-33.0pp | 32.23%-34.4pp | 41.46%-43.7pp |
| Employer contribution / active EE | $1,400 | $6,248-77.6% | $5,501-74.6% | $4,869-71.2% |
| Participant deferral / active EE | $3,200 | $5,550-42.3% | $4,871-34.3% | $5,287-39.5% |
| Admin fee / account holder | $308 | $15,560-98.0% | $13,028-97.6% | $10,133-97.0% |