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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 | $14,518 | $76,551-81.0% | $123,894-88.3% | $62,881-76.9% |
| Participation rate | 52.0% | 73.0%-21.0pp | 81.4%-29.4pp | 69.3%-17.3pp |
| Annual return | 0.84% | 18.68%-17.8pp | 47.52%-46.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $1,253 | $2,882-56.5% | $4,617-72.9% | $2,281-45.0% |
| Participant deferral / active EE | $2,888 | $4,840-40.3% | $5,984-51.7% | $3,203-9.8% |
| Admin fee / account holder | $897 | $4,826-81.4% | $8,357-89.3% | $4,296-79.1% |