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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 | $124,425-89.3% | $112,040-88.1% | $137,256-90.3% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 7.52% | 24.72%-17.2pp | 24.52%-17.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,558 | $3,411-54.3% | $2,954-47.3% | $4,156-62.5% |
| Participant deferral / active EE | $2,633 | $5,718-54.0% | $5,098-48.4% | $6,407-58.9% |
| Admin fee / account holder | $6,336 | $15,207-58.3% | $12,098-47.6% | $12,270-48.4% |