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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 | $92,499 | $225,449-59.0% | $219,466-57.9% | $237,064-61.0% |
| Participation rate | 46.2% | 50.3%-4.1pp | 44.6%+1.6pp | 45.6%+0.5pp |
| Annual return | -1.21% | 4.17%-5.4pp | 5.00%-6.2pp | 4.16%-5.4pp |
| Employer contribution / active EE | $30,647 | $39,228-21.9% | $35,918-14.7% | $42,918-28.6% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $30,298 | $13,772+120.0% | $13,204+129.5% | $21,465+41.2% |