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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 | $21,635 | $102,393-78.9% | $147,041-85.3% | $80,911-73.3% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 11.08% | 134.95%-123.9pp | 419.21%-408.1pp | 35.63%-24.5pp |
| Employer contribution / active EE | $1,491 | $3,715-59.9% | $4,935-69.8% | $2,756-45.9% |
| Participant deferral / active EE | $2,997 | $6,647-54.9% | $8,071-62.9% | $4,297-30.2% |
| Admin fee / account holder | $1,121 | $7,943-85.9% | $13,006-91.4% | $6,935-83.8% |