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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 | $14,883 | $60,349-75.3% | $74,184-79.9% | $62,881-76.3% |
| Participation rate | 42.4% | 72.7%-30.4pp | 76.6%-34.2pp | 69.3%-26.9pp |
| Annual return | 1.83% | 21.38%-19.5pp | 17.74%-15.9pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,121 | $1,680-33.3% | $2,370-52.7% | $2,281-50.9% |
| Participant deferral / active EE | $3,079 | $2,856+7.8% | $3,550-13.3% | $3,203-3.9% |
| Admin fee / account holder | $1,062 | $4,261-75.1% | $5,586-81.0% | $4,296-75.3% |