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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 | $24,784 | $99,633-75.1% | $183,328-86.5% | $82,448-69.9% |
| Participation rate | 41.6% | 70.8%-29.2pp | 77.3%-35.8pp | 68.1%-26.5pp |
| Annual return | 8.70% | 17.84%-9.1pp | 29.67%-21.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,538 | $3,256-52.8% | $5,055-69.6% | $2,551-39.7% |
| Participant deferral / active EE | $2,190 | $4,938-55.6% | $6,795-67.8% | $4,139-47.1% |
| Admin fee / account holder | $4,040 | $9,934-59.3% | $21,427-81.1% | $7,234-44.2% |