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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 | $20,887 | $181,898-88.5% | $156,552-86.7% | $273,970-92.4% |
| Participation rate | 56.5% | 88.4%-31.9pp | 84.0%-27.5pp | 83.0%-26.5pp |
| Annual return | -3.48% | 30.74%-34.2pp | 32.23%-35.7pp | 41.46%-44.9pp |
| Employer contribution / active EE | $1,423 | $6,248-77.2% | $5,501-74.1% | $4,869-70.8% |
| Participant deferral / active EE | $2,569 | $5,550-53.7% | $4,871-47.3% | $5,287-51.4% |
| Admin fee / account holder | $1,065 | $15,560-93.2% | $13,028-91.8% | $10,132-89.5% |