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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 | $11,280 | $86,919-87.0% | $102,457-89.0% | $80,911-86.1% |
| Participation rate | 22.9% | 72.4%-49.5pp | 76.5%-53.6pp | 67.6%-44.7pp |
| Annual return | 9.90% | 18.90%-9.0pp | 29.41%-19.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,588 | $2,368-32.9% | $3,022-47.5% | $2,756-42.4% |
| Participant deferral / active EE | $2,194 | $4,119-46.7% | $5,054-56.6% | $4,297-48.9% |
| Admin fee / account holder | $9,724 | $8,049+20.8% | $9,451+2.9% | $6,935+40.2% |