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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 | $20,456 | $157,276-87.0% | $141,177-85.5% | $152,885-86.6% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 1.96% | 64.33%-62.4pp | 71.40%-69.4pp | 345.39%-343.4pp |
| Employer contribution / active EE | $1,399 | $5,262-73.4% | $4,736-70.5% | $4,763-70.6% |
| Participant deferral / active EE | $4,093 | $7,110-42.4% | $6,710-39.0% | $5,851-30.0% |
| Admin fee / account holder | $8,491 | $12,123-30.0% | $10,263-17.3% | $11,598-26.8% |