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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 | $28,828 | $86,298-66.6% | $111,308-74.1% | $85,847-66.4% |
| Participation rate | 56.3% | 73.3%-17.1pp | 77.3%-21.1pp | 69.3%-13.1pp |
| Annual return | 10.61% | 19.99%-9.4pp | 54.67%-44.1pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,096 | $2,044-46.4% | $2,732-59.9% | $2,565-57.3% |
| Participant deferral / active EE | $2,117 | $3,641-41.8% | $4,487-52.8% | $3,952-46.4% |
| Admin fee / account holder | $2,491 | $8,189-69.6% | $7,965-68.7% | $6,261-60.2% |