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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 | $28,714 | $78,707-63.5% | $117,861-75.6% | $70,126-59.1% |
| Participation rate | 54.1% | 73.2%-19.1pp | 79.7%-25.6pp | 69.5%-15.5pp |
| Annual return | 4.71% | 23.30%-18.6pp | 335.11%-330.4pp | 73.15%-68.4pp |
| Employer contribution / active EE | $1,222 | $2,223-45.0% | $3,786-67.7% | $2,343-47.8% |
| Participant deferral / active EE | $2,108 | $3,297-36.1% | $4,482-53.0% | $3,332-36.7% |
| Admin fee / account holder | $443 | $5,066-91.3% | $8,021-94.5% | $4,645-90.5% |