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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 | $18,076 | $135,956-86.7% | $123,894-85.4% | $273,972-93.4% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 1.35% | 56.63%-55.3pp | 47.52%-46.2pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,075 | $5,170-59.9% | $4,617-55.0% | $4,869-57.4% |
| Participant deferral / active EE | $5,492 | $6,343-13.4% | $5,984-8.2% | $5,287+3.9% |
| Admin fee / account holder | $652 | $9,817-93.4% | $8,357-92.2% | $10,133-93.6% |