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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 | $13,347 | $71,208-81.3% | $93,681-85.8% | $80,911-83.5% |
| Participation rate | 35.0% | 60.4%-25.4pp | 68.7%-33.7pp | 67.6%-32.6pp |
| Annual return | 9.07% | 11.27%-2.2pp | 133.47%-124.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,487 | $1,564-5.0% | $2,422-38.6% | $2,756-46.1% |
| Participant deferral / active EE | $1,715 | $4,035-57.5% | $4,415-61.2% | $4,297-60.1% |
| Admin fee / account holder | $966 | $6,951-86.1% | $8,290-88.3% | $6,935-86.1% |