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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 | $101,763-77.0% | $164,866-85.8% | $80,874-71.0% |
| Participation rate | 57.8% | 71.8%-14.0pp | 78.6%-20.8pp | 67.6%-9.9pp |
| Annual return | 9.38% | 16.73%-7.4pp | 69.97%-60.6pp | 35.62%-26.2pp |
| Employer contribution / active EE | $1,263 | $2,954-57.3% | $4,343-70.9% | $2,756-54.2% |
| Participant deferral / active EE | $2,634 | $4,477-41.2% | $6,033-56.3% | $4,297-38.7% |
| Admin fee / account holder | $674 | $8,228-91.8% | $12,689-94.7% | $6,935-90.3% |