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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 | $16,205 | $71,215-77.2% | $93,696-82.7% | $80,935-80.0% |
| Participation rate | 41.8% | 60.4%-18.6pp | 68.7%-26.9pp | 67.7%-25.8pp |
| Annual return | 8.74% | 11.27%-2.5pp | 133.74%-125.0pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,124 | $1,565-28.2% | $2,422-53.6% | $2,757-59.2% |
| Participant deferral / active EE | $1,957 | $4,037-51.5% | $4,417-55.7% | $4,299-54.5% |
| Admin fee / account holder | $4,974 | $6,958-28.5% | $8,287-40.0% | $6,924-28.2% |