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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 | $12,562 | $58,493-78.5% | $84,023-85.0% | $72,976-82.8% |
| Participation rate | 25.0% | 61.2%-36.2pp | 69.0%-44.0pp | 69.5%-44.5pp |
| Annual return | 15.78% | 28.93%-13.2pp | 71.32%-55.5pp | 81.02%-65.2pp |
| Employer contribution / active EE | $382 | $1,163-67.2% | $1,984-80.7% | $2,440-84.3% |
| Participant deferral / active EE | $1,137 | $2,394-52.5% | $3,239-64.9% | $3,608-68.5% |
| Admin fee / account holder | $1,501 | $4,569-67.1% | $6,102-75.4% | $5,124-70.7% |