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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 | $17,081 | $60,349-71.7% | $74,184-77.0% | $62,881-72.8% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 4.02% | 21.38%-17.4pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,158 | $1,680-31.1% | $2,370-51.1% | $2,281-49.2% |
| Participant deferral / active EE | $2,066 | $2,856-27.7% | $3,550-41.8% | $3,203-35.5% |
| Admin fee / account holder | $3,527 | $4,261-17.2% | $5,586-36.9% | $4,296-17.9% |