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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 | $136,860-89.2% | $120,344-87.7% | $154,746-90.4% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 3.36% | 21.38%-18.0pp | 20.30%-16.9pp | 172.34%-169.0pp |
| Employer contribution / active EE | $1,167 | $3,533-67.0% | $3,020-61.4% | $4,379-73.3% |
| Participant deferral / active EE | $4,883 | $5,793-15.7% | $5,135-4.9% | $6,730-27.4% |
| Admin fee / account holder | $33,532 | $15,393+117.8% | $12,742+163.2% | $14,365+133.4% |