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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 | $31,048 | $99,994-68.9% | $146,643-78.8% | $85,847-63.8% |
| Participation rate | 64.0% | 73.1%-9.1pp | 80.1%-16.1pp | 69.3%-5.3pp |
| Annual return | 6.99% | 18.93%-11.9pp | 22.75%-15.8pp | 318.61%-311.6pp |
| Employer contribution / active EE | $800 | $2,559-68.7% | $4,137-80.7% | $2,565-68.8% |
| Participant deferral / active EE | $2,241 | $4,006-44.1% | $5,506-59.3% | $3,952-43.3% |
| Admin fee / account holder | $730 | $7,703-90.5% | $10,280-92.9% | $6,261-88.3% |