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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 | $93,057-85.5% | $153,500-91.2% | $80,925-83.4% |
| Participation rate | 47.3% | 69.0%-21.7pp | 77.1%-29.8pp | 67.7%-20.4pp |
| Annual return | 10.78% | 19.96%-9.2pp | 15.70%-4.9pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,355 | $3,507-61.4% | $5,039-73.1% | $2,756-50.9% |
| Participant deferral / active EE | $2,285 | $5,179-55.9% | $6,756-66.2% | $4,299-46.8% |
| Admin fee / account holder | $5,120 | $8,885-42.4% | $12,736-59.8% | $6,940-26.2% |