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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 | $17,164 | $86,949-80.3% | $102,460-83.2% | $80,959-78.8% |
| Participation rate | 46.3% | 72.4%-26.1pp | 76.5%-30.2pp | 67.7%-21.4pp |
| Annual return | 5.02% | 18.89%-13.9pp | 29.47%-24.4pp | 35.67%-30.6pp |
| Employer contribution / active EE | $1,082 | $2,370-54.3% | $3,025-64.2% | $2,757-60.8% |
| Participant deferral / active EE | $2,382 | $4,121-42.2% | $5,056-52.9% | $4,300-44.6% |
| Admin fee / account holder | $5,429 | $8,048-32.5% | $9,460-42.6% | $6,925-21.6% |