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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 | $20,743 | $94,436-78.0% | $115,599-82.1% | $82,637-74.9% |
| Participation rate | 64.1% | 70.4%-6.3pp | 74.3%-10.2pp | 68.1%-4.0pp |
| Annual return | 7.48% | 18.37%-10.9pp | 111.10%-103.6pp | 53.51%-46.0pp |
| Employer contribution / active EE | $1,490 | $2,324-35.9% | $2,955-49.6% | $2,552-41.6% |
| Participant deferral / active EE | $2,560 | $3,955-35.3% | $4,889-47.6% | $4,126-38.0% |
| Admin fee / account holder | $3,988 | $10,328-61.4% | $12,841-68.9% | $7,339-45.7% |