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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 | $17,863 | $81,476-78.1% | $102,383-82.6% | $80,925-77.9% |
| Participation rate | 46.3% | 66.8%-20.5pp | 74.5%-28.2pp | 67.7%-21.3pp |
| Annual return | 8.40% | 25.59%-17.2pp | 24.94%-16.5pp | 35.65%-27.2pp |
| Employer contribution / active EE | $925 | $3,105-70.2% | $3,870-76.1% | $2,756-66.4% |
| Participant deferral / active EE | $2,543 | $3,871-34.3% | $5,060-49.7% | $4,299-40.8% |
| Admin fee / account holder | $3,517 | $6,717-47.6% | $8,391-58.1% | $6,940-49.3% |