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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 | $21,972 | $85,766-74.4% | $136,298-83.9% | $70,126-68.7% |
| Participation rate | 68.5% | 74.2%-5.6pp | 81.9%-13.4pp | 69.5%-1.0pp |
| Annual return | 4.53% | 31.46%-26.9pp | 5156.27%-5151.7pp | 73.15%-68.6pp |
| Employer contribution / active EE | $1,488 | $2,966-49.8% | $4,696-68.3% | $2,343-36.5% |
| Participant deferral / active EE | $2,538 | $5,051-49.8% | $6,247-59.4% | $3,332-23.8% |
| Admin fee / account holder | $1,769 | $5,421-67.4% | $9,244-80.9% | $4,645-61.9% |