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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 | $29,278 | $95,453-69.3% | $112,040-73.9% | $82,448-64.5% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.5%-28.2pp | 68.1%-19.8pp |
| Annual return | 11.35% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,802 | $2,318-22.3% | $2,954-39.0% | $2,551-29.4% |
| Participant deferral / active EE | $3,400 | $4,224-19.5% | $5,098-33.3% | $4,139-17.9% |
| Admin fee / account holder | $12,466 | $9,013+38.3% | $12,098+3.0% | $7,234+72.3% |