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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 | $21,030 | $91,552-77.0% | $133,956-84.3% | $79,860-73.7% |
| Participation rate | 52.4% | 73.3%-21.0pp | 79.8%-27.5pp | 69.6%-17.3pp |
| Annual return | 5.40% | 61.85%-56.4pp | 45.09%-39.7pp | 31.72%-26.3pp |
| Employer contribution / active EE | $1,585 | $2,384-33.5% | $3,919-59.5% | $2,471-35.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,892 | $6,321-54.2% | $8,927-67.6% | $5,306-45.5% |