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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 | $28,034 | $104,098-73.1% | $140,514-80.0% | $94,015-70.2% |
| Participation rate | 65.2% | 73.7%-8.5pp | 77.8%-12.6pp | 70.8%-5.6pp |
| Annual return | 7.96% | 15.14%-7.2pp | 14.36%-6.4pp | 17.84%-9.9pp |
| Employer contribution / active EE | $1,230 | $2,388-48.5% | $3,378-63.6% | $2,790-55.9% |
| Participant deferral / active EE | $1,895 | $4,033-53.0% | $4,919-61.5% | $4,249-55.4% |
| Admin fee / account holder | $3,299 | $10,439-68.4% | $13,697-75.9% | $8,951-63.1% |