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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 | $23,368 | $181,896-87.2% | $156,551-85.1% | $273,972-91.5% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 0.02% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,919 | $6,248-69.3% | $5,501-65.1% | $4,869-60.6% |
| Participant deferral / active EE | $4,314 | $5,550-22.3% | $4,871-11.4% | $5,287-18.4% |
| Admin fee / account holder | $2,013 | $15,560-87.1% | $13,028-84.6% | $10,133-80.1% |