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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 | $29,290 | $95,453-69.3% | $112,040-73.9% | $82,448-64.5% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 9.10% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,638 | $2,318-29.3% | $2,954-44.6% | $2,551-35.8% |
| Participant deferral / active EE | $2,701 | $4,224-36.0% | $5,098-47.0% | $4,139-34.7% |
| Admin fee / account holder | $6,935 | $9,013-23.1% | $12,098-42.7% | $7,234-4.1% |