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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 | $20,771 | $86,949-76.1% | $102,460-79.7% | $80,959-74.3% |
| Participation rate | 41.4% | 72.4%-31.0pp | 76.5%-35.1pp | 67.7%-26.2pp |
| Annual return | 7.73% | 18.89%-11.2pp | 29.47%-21.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,296 | $2,370-45.3% | $3,025-57.2% | $2,757-53.0% |
| Participant deferral / active EE | $2,667 | $4,121-35.3% | $5,056-47.3% | $4,300-38.0% |
| Admin fee / account holder | $6,489 | $8,048-19.4% | $9,460-31.4% | $6,925-6.3% |