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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 | $14,799 | $124,425-88.1% | $112,040-86.8% | $137,256-89.2% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 3.36% | 24.72%-21.4pp | 24.52%-21.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $1,167 | $3,411-65.8% | $2,954-60.5% | $4,156-71.9% |
| Participant deferral / active EE | $4,883 | $5,718-14.6% | $5,098-4.2% | $6,407-23.8% |
| Admin fee / account holder | $33,532 | $15,207+120.5% | $12,098+177.2% | $12,270+173.3% |