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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 | $26,854 | $105,284-74.5% | $150,734-82.2% | $94,015-71.4% |
| Participation rate | 54.1% | 71.7%-17.6pp | 78.4%-24.3pp | 70.8%-16.7pp |
| Annual return | 4.05% | 15.67%-11.6pp | 600.81%-596.8pp | 17.84%-13.8pp |
| Employer contribution / active EE | $1,390 | $3,599-61.4% | $4,918-71.7% | $2,790-50.2% |
| Participant deferral / active EE | $2,976 | $4,274-30.4% | $5,610-46.9% | $4,249-30.0% |
| Admin fee / account holder | $650 | $9,839-93.4% | $14,905-95.6% | $8,951-92.7% |