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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 | $36,693 | $138,386-73.5% | $184,260-80.1% | $80,935-54.7% |
| Participation rate | 48.3% | 83.9%-35.6pp | 86.8%-38.5pp | 67.7%-19.4pp |
| Annual return | 9.53% | 20.02%-10.5pp | 28.84%-19.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $2,663 | $4,851-45.1% | $6,427-58.6% | $2,757-3.4% |
| Participant deferral / active EE | $4,231 | $7,076-40.2% | $9,133-53.7% | $4,299-1.6% |
| Admin fee / account holder | $11,345 | $10,489+8.2% | $13,898-18.4% | $6,924+63.8% |