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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 | $29,181 | $199,109-85.3% | $173,730-83.2% | $154,746-81.1% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.6%-33.4pp | 80.7%-34.5pp |
| Annual return | 5.95% | 20.02%-14.1pp | 19.96%-14.0pp | 172.34%-166.4pp |
| Employer contribution / active EE | $1,920 | $5,311-63.9% | $4,577-58.1% | $4,379-56.2% |
| Participant deferral / active EE | $4,515 | $7,113-36.5% | $6,326-28.6% | $6,730-32.9% |
| Admin fee / account holder | $49,658 | $20,916+137.4% | $17,523+183.4% | $14,365+245.7% |