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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 | $32,932 | $114,712-71.3% | $173,730-81.0% | $87,485-62.4% |
| Participation rate | 35.4% | 73.0%-37.6pp | 79.6%-44.2pp | 68.9%-33.5pp |
| Annual return | 11.24% | 20.18%-8.9pp | 19.96%-8.7pp | 26.06%-14.8pp |
| Employer contribution / active EE | $793 | $2,904-72.7% | $4,577-82.7% | $2,596-69.4% |
| Participant deferral / active EE | $3,511 | $4,642-24.4% | $6,326-44.5% | $4,274-17.9% |
| Admin fee / account holder | $4,347 | $10,210-57.4% | $17,523-75.2% | $7,775-44.1% |