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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 | $18,631 | $54,541-65.8% | $78,778-76.4% | $70,126-73.4% |
| Participation rate | 44.4% | 60.8%-16.4pp | 69.2%-24.7pp | 69.5%-25.1pp |
| Annual return | 12.17% | 21.07%-8.9pp | 35.62%-23.4pp | 73.15%-61.0pp |
| Employer contribution / active EE | $311 | $1,089-71.5% | $1,986-84.4% | $2,343-86.7% |
| Participant deferral / active EE | $1,477 | $2,210-33.2% | $2,958-50.1% | $3,332-55.7% |
| Admin fee / account holder | $1,619 | $3,709-56.3% | $5,134-68.5% | $4,645-65.2% |