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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 | $24,562 | $152,460-83.9% | $118,746-79.3% | $147,586-83.4% |
| Participation rate | 64.3% | 82.3%-18.0pp | 78.3%-14.0pp | 82.8%-18.5pp |
| Annual return | 4.14% | 17.41%-13.3pp | 24.54%-20.4pp | 578.59%-574.4pp |
| Employer contribution / active EE | $1,188 | $5,046-76.4% | $4,193-71.7% | $4,876-75.6% |
| Participant deferral / active EE | $4,565 | $6,212-26.5% | $5,332-14.4% | $5,439-16.1% |
| Admin fee / account holder | $1,400 | $16,953-91.7% | $10,720-86.9% | $10,886-87.1% |