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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 | $34,134 | $143,969-76.3% | $199,883-82.9% | $82,637-58.7% |
| Participation rate | 67.4% | 84.1%-16.7pp | 86.8%-19.4pp | 68.1%-0.7pp |
| Annual return | 11.17% | 25.67%-14.5pp | 43.81%-32.6pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,869 | $4,632-59.7% | $6,261-70.2% | $2,552-26.8% |
| Participant deferral / active EE | $4,001 | $6,937-42.3% | $9,138-56.2% | $4,126-3.0% |
| Admin fee / account holder | $4,008 | $14,597-72.5% | $17,268-76.8% | $7,339-45.4% |