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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 | $29,470 | $167,415-82.4% | $140,514-79.0% | $198,609-85.2% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 1.16% | 13.85%-12.7pp | 14.36%-13.2pp | 202.70%-201.5pp |
| Employer contribution / active EE | $1,291 | $4,088-68.4% | $3,378-61.8% | $5,055-74.5% |
| Participant deferral / active EE | $4,634 | $5,579-16.9% | $4,919-5.8% | $6,977-33.6% |
| Admin fee / account holder | $76,740 | $16,730+358.7% | $13,697+460.3% | $19,030+303.3% |