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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 | $14,865 | $54,541-72.7% | $78,778-81.1% | $70,124-78.8% |
| Participation rate | 46.2% | 60.8%-14.6pp | 69.2%-23.0pp | 69.5%-23.4pp |
| Annual return | 11.33% | 21.07%-9.7pp | 35.62%-24.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $685 | $1,089-37.1% | $1,986-65.5% | $2,342-70.8% |
| Participant deferral / active EE | $1,509 | $2,210-31.7% | $2,958-49.0% | $3,332-54.7% |
| Admin fee / account holder | $3,116 | $3,709-16.0% | $5,134-39.3% | $4,645-32.9% |