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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 | $26,859 | $91,120-70.5% | $161,149-83.3% | $64,097-58.1% |
| Participation rate | 52.0% | 62.2%-10.2pp | 78.8%-26.8pp | 55.2%-3.2pp |
| Annual return | 12.48% | 17.95%-5.5pp | 21.16%-8.7pp | 34.64%-22.2pp |
| Employer contribution / active EE | $1,687 | $2,284-26.1% | $4,360-61.3% | $1,891-10.8% |
| Participant deferral / active EE | $2,857 | $3,708-23.0% | $6,153-53.6% | $3,080-7.2% |
| Admin fee / account holder | $9,448 | $4,535+108.3% | $15,194-37.8% | $3,454+173.5% |