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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 | $21,393 | $62,393-65.7% | $120,580-82.3% | $74,478-71.3% |
| Participation rate | 52.8% | 56.8%-3.9pp | 72.0%-19.1pp | 67.2%-14.4pp |
| Annual return | 7.49% | 18.61%-11.1pp | 107.48%-100.0pp | 1370.56%-1363.1pp |
| Employer contribution / active EE | $990 | $1,845-46.3% | $3,469-71.5% | $2,626-62.3% |
| Participant deferral / active EE | $1,430 | $2,886-50.4% | $4,995-71.4% | $4,350-67.1% |
| Admin fee / account holder | $3,907 | $2,396+63.0% | $9,418-58.5% | $1,946+100.8% |