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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 | $20,481 | $101,798-79.9% | $165,071-87.6% | $80,935-74.7% |
| Participation rate | 43.8% | 71.8%-28.1pp | 78.6%-34.9pp | 67.7%-23.9pp |
| Annual return | 8.68% | 16.73%-8.1pp | 70.17%-61.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,100 | $2,954-62.8% | $4,347-74.7% | $2,757-60.1% |
| Participant deferral / active EE | $2,146 | $4,476-52.1% | $6,035-64.4% | $4,299-50.1% |
| Admin fee / account holder | $804 | $8,221-90.2% | $12,695-93.7% | $6,924-88.4% |