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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 | $23,356 | $67,606-65.5% | $82,313-71.6% | $70,124-66.7% |
| Participation rate | 24.1% | 72.8%-48.7pp | 76.9%-52.8pp | 69.5%-45.5pp |
| Annual return | 11.10% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,774 | $1,755+1.1% | $2,428-26.9% | $2,342-24.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,014 | $4,512+11.1% | $5,608-10.6% | $4,645+7.9% |