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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 | $23,431 | $101,795-77.0% | $165,100-85.8% | $80,959-71.1% |
| Participation rate | 57.8% | 71.8%-14.0pp | 78.6%-20.8pp | 67.7%-9.9pp |
| Annual return | 9.38% | 16.73%-7.4pp | 70.21%-60.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,263 | $2,954-57.3% | $4,348-71.0% | $2,757-54.2% |
| Participant deferral / active EE | $2,634 | $4,476-41.1% | $6,035-56.4% | $4,300-38.7% |
| Admin fee / account holder | $674 | $8,221-91.8% | $12,696-94.7% | $6,925-90.3% |