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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 | $13,304 | $126,661-89.5% | $113,397-88.3% | $138,895-90.4% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 7.52% | 25.05%-17.5pp | 23.20%-15.7pp | 145.39%-137.9pp |
| Employer contribution / active EE | $1,558 | $3,456-54.9% | $2,977-47.7% | $4,194-62.8% |
| Participant deferral / active EE | $2,633 | $5,693-53.8% | $5,076-48.1% | $6,396-58.8% |
| Admin fee / account holder | $6,336 | $14,549-56.4% | $11,957-47.0% | $12,562-49.6% |