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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 | $97,550-70.0% | $120,344-75.7% | $87,485-66.5% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.7%-10.0pp | 68.9%-2.3pp |
| Annual return | 9.10% | 18.41%-9.3pp | 20.30%-11.2pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,638 | $2,291-28.5% | $3,020-45.8% | $2,596-36.9% |
| Participant deferral / active EE | $2,701 | $4,230-36.1% | $5,135-47.4% | $4,274-36.8% |
| Admin fee / account holder | $6,935 | $9,543-27.3% | $12,742-45.6% | $7,775-10.8% |