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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 | $13,371 | $86,919-84.6% | $102,457-86.9% | $80,911-83.5% |
| Participation rate | 47.4% | 72.4%-25.0pp | 76.5%-29.1pp | 67.6%-20.3pp |
| Annual return | 3.23% | 18.90%-15.7pp | 29.41%-26.2pp | 35.63%-32.4pp |
| Employer contribution / active EE | $1,312 | $2,368-44.6% | $3,022-56.6% | $2,756-52.4% |
| Participant deferral / active EE | $2,212 | $4,119-46.3% | $5,054-56.2% | $4,297-48.5% |
| Admin fee / account holder | $1,013 | $8,049-87.4% | $9,451-89.3% | $6,935-85.4% |