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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 | $97,550-70.0% | $120,344-75.7% | $87,485-66.5% |
| Participation rate | 48.3% | 72.8%-24.5pp | 76.7%-28.4pp | 68.9%-20.7pp |
| Annual return | 11.35% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,802 | $2,291-21.3% | $3,020-40.3% | $2,596-30.6% |
| Participant deferral / active EE | $3,400 | $4,230-19.6% | $5,135-33.8% | $4,274-20.4% |
| Admin fee / account holder | $12,466 | $9,543+30.6% | $12,742-2.2% | $7,775+60.3% |