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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 | $28,405 | $94,436-69.9% | $115,599-75.4% | $82,637-65.6% |
| Participation rate | 47.9% | 70.4%-22.5pp | 74.3%-26.3pp | 68.1%-20.1pp |
| Annual return | 9.73% | 18.37%-8.6pp | 111.10%-101.4pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,437 | $2,324-38.1% | $2,955-51.4% | $2,552-43.7% |
| Participant deferral / active EE | $3,272 | $3,955-17.3% | $4,889-33.1% | $4,126-20.7% |
| Admin fee / account holder | $15,232 | $10,328+47.5% | $12,841+18.6% | $7,339+107.6% |