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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 | $12,996 | $76,371-83.0% | $93,621-86.1% | $72,975-82.2% |
| Participation rate | 38.0% | 71.8%-33.7pp | 75.8%-37.8pp | 69.5%-31.5pp |
| Annual return | 16.30% | 25.82%-9.5pp | 32.76%-16.5pp | 81.01%-64.7pp |
| Employer contribution / active EE | $1,018 | $2,276-55.3% | $2,719-62.6% | $2,440-58.3% |
| Participant deferral / active EE | $1,767 | $3,538-50.1% | $4,070-56.6% | $3,608-51.0% |
| Admin fee / account holder | $2,669 | $6,839-61.0% | $7,890-66.2% | $5,124-47.9% |