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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 | $17,791 | $86,919-79.5% | $102,457-82.6% | $80,911-78.0% |
| Participation rate | 38.3% | 72.4%-34.1pp | 76.5%-38.2pp | 67.6%-29.3pp |
| Annual return | 9.44% | 18.90%-9.5pp | 29.41%-20.0pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,320 | $2,368-44.3% | $3,022-56.3% | $2,756-52.1% |
| Participant deferral / active EE | $2,183 | $4,119-47.0% | $5,054-56.8% | $4,297-49.2% |
| Admin fee / account holder | $2,342 | $8,049-70.9% | $9,451-75.2% | $6,935-66.2% |