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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 | $10,993 | $81,487-86.5% | $102,412-89.3% | $80,935-86.4% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 4.94% | 25.60%-20.7pp | 24.94%-20.0pp | 35.66%-30.7pp |
| Employer contribution / active EE | $1,984 | $3,103-36.1% | $3,870-48.7% | $2,757-28.0% |
| Participant deferral / active EE | $2,051 | $3,871-47.0% | $5,060-59.5% | $4,299-52.3% |
| Admin fee / account holder | $3,690 | $6,717-45.1% | $8,388-56.0% | $6,924-46.7% |