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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 | $18,079 | $61,052-70.4% | $142,898-87.3% | $79,391-77.2% |
| Participation rate | 52.8% | 60.1%-7.3pp | 72.0%-19.2pp | 70.7%-17.9pp |
| Annual return | 10.66% | 16.02%-5.4pp | 5639.64%-5629.0pp | 116.88%-106.2pp |
| Employer contribution / active EE | $1,289 | $1,481-12.9% | $4,146-68.9% | $2,428-46.9% |
| Participant deferral / active EE | $1,619 | $2,879-43.8% | $3,838-57.8% | $4,046-60.0% |
| Admin fee / account holder | $378 | $659-42.6% | $6,560-94.2% | $627-39.6% |