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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 | $15,973 | $72,272-77.9% | $101,264-84.2% | $79,858-80.0% |
| Participation rate | 53.5% | 68.5%-15.0pp | 75.8%-22.3pp | 69.6%-16.1pp |
| Annual return | 10.55% | 22.30%-11.7pp | 46.48%-35.9pp | 31.72%-21.2pp |
| Employer contribution / active EE | $1,069 | $2,692-60.3% | $3,660-70.8% | $2,471-56.8% |
| Participant deferral / active EE | $2,462 | $3,282-25.0% | $4,370-43.7% | $3,740-34.2% |
| Admin fee / account holder | $2,985 | $4,401-32.2% | $5,947-49.8% | $5,306-43.7% |