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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 | $21,460 | $101,795-78.9% | $165,100-87.0% | $80,959-73.5% |
| Participation rate | 41.8% | 71.8%-30.0pp | 78.6%-36.8pp | 67.7%-25.8pp |
| Annual return | 8.84% | 16.73%-7.9pp | 70.21%-61.4pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,612 | $2,954-45.4% | $4,348-62.9% | $2,757-41.5% |
| Participant deferral / active EE | $2,014 | $4,476-55.0% | $6,035-66.6% | $4,300-53.2% |
| Admin fee / account holder | $733 | $8,221-91.1% | $12,696-94.2% | $6,925-89.4% |