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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 | $11,212 | $55,713-79.9% | $75,901-85.2% | $72,975-84.6% |
| Participation rate | 51.1% | 61.1%-10.0pp | 69.3%-18.2pp | 69.5%-18.4pp |
| Annual return | 7.87% | 27.60%-19.7pp | 30.76%-22.9pp | 81.01%-73.1pp |
| Employer contribution / active EE | $1,487 | $1,687-11.8% | $2,501-40.5% | $2,440-39.0% |
| Participant deferral / active EE | $1,465 | $2,634-44.4% | $3,603-59.3% | $3,608-59.4% |
| Admin fee / account holder | $461 | $3,980-88.4% | $5,420-91.5% | $5,124-91.0% |