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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 | $20,005 | $76,551-73.9% | $123,894-83.9% | $62,881-68.2% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | 4.76% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $998 | $2,882-65.4% | $4,617-78.4% | $2,281-56.2% |
| Participant deferral / active EE | $2,953 | $4,840-39.0% | $5,984-50.7% | $3,203-7.8% |
| Admin fee / account holder | $4,443 | $4,826-7.9% | $8,357-46.8% | $4,296+3.4% |