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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 | $14,276 | $181,896-92.2% | $156,551-90.9% | $273,972-94.8% |
| Participation rate | 52.6% | 88.4%-35.8pp | 84.0%-31.4pp | 83.0%-30.4pp |
| Annual return | -0.58% | 30.74%-31.3pp | 32.23%-32.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $1,578 | $6,248-74.7% | $5,501-71.3% | $4,869-67.6% |
| Participant deferral / active EE | $3,203 | $5,550-42.3% | $4,871-34.2% | $5,287-39.4% |
| Admin fee / account holder | $34,908 | $15,560+124.3% | $13,028+167.9% | $10,133+244.5% |