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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 | $20,870 | $60,349-65.4% | $74,184-71.9% | $62,881-66.8% |
| Participation rate | 46.3% | 72.7%-26.4pp | 76.6%-30.3pp | 69.3%-23.0pp |
| Annual return | 4.30% | 21.38%-17.1pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $977 | $1,680-41.9% | $2,370-58.8% | $2,281-57.2% |
| Participant deferral / active EE | $1,522 | $2,856-46.7% | $3,550-57.1% | $3,203-52.5% |
| Admin fee / account holder | $1,072 | $4,261-74.8% | $5,586-80.8% | $4,296-75.0% |