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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 | $20,353 | $67,602-69.9% | $82,312-75.3% | $70,126-71.0% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 9.57% | 21.57%-12.0pp | 25.88%-16.3pp | 73.15%-63.6pp |
| Employer contribution / active EE | $471 | $1,755-73.2% | $2,428-80.6% | $2,343-79.9% |
| Participant deferral / active EE | $1,382 | $2,987-53.7% | $3,706-62.7% | $3,332-58.5% |
| Admin fee / account holder | $2,388 | $4,512-47.1% | $5,608-57.4% | $4,645-48.6% |