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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 | $22,044 | $89,370-75.3% | $141,197-84.4% | $72,976-69.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 18.82% | 111.88%-93.1pp | 71.41%-52.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $1,460 | $3,115-53.1% | $4,736-69.2% | $2,440-40.2% |
| Participant deferral / active EE | $2,665 | $5,419-50.8% | $6,710-60.3% | $3,608-26.1% |
| Admin fee / account holder | $1,419 | $5,957-76.2% | $10,265-86.2% | $5,124-72.3% |