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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 | $20,059 | $72,273-72.2% | $101,275-80.2% | $79,856-74.9% |
| Participation rate | 46.4% | 68.5%-22.0pp | 75.8%-29.4pp | 69.6%-23.2pp |
| Annual return | 5.11% | 22.30%-17.2pp | 46.48%-41.4pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,107 | $2,691-58.9% | $3,660-69.8% | $2,471-55.2% |
| Participant deferral / active EE | $2,947 | $3,282-10.2% | $4,371-32.6% | $3,741-21.2% |
| Admin fee / account holder | $1,702 | $4,401-61.3% | $5,948-71.4% | $5,306-67.9% |