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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 | $15,319 | $67,606-77.3% | $82,313-81.4% | $70,124-78.2% |
| Participation rate | 48.4% | 72.8%-24.3pp | 76.9%-28.5pp | 69.5%-21.1pp |
| Annual return | 10.77% | 21.57%-10.8pp | 25.88%-15.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,122 | $1,755-36.1% | $2,428-53.8% | $2,342-52.1% |
| Participant deferral / active EE | $1,410 | $2,987-52.8% | $3,706-62.0% | $3,332-57.7% |
| Admin fee / account holder | $9,478 | $4,512+110.1% | $5,608+69.0% | $4,645+104.0% |