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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 | $13,472 | $93,055-85.5% | $153,741-91.2% | $80,959-83.4% |
| Participation rate | 47.3% | 69.0%-21.7pp | 77.1%-29.8pp | 67.7%-20.4pp |
| Annual return | 10.78% | 19.97%-9.2pp | 15.71%-4.9pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,355 | $3,504-61.3% | $5,042-73.1% | $2,757-50.9% |
| Participant deferral / active EE | $2,285 | $5,172-55.8% | $6,757-66.2% | $4,300-46.9% |
| Admin fee / account holder | $5,120 | $8,881-42.3% | $12,749-59.8% | $6,925-26.1% |