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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 | $19,602 | $76,551-74.4% | $123,894-84.2% | $62,881-68.8% |
| Participation rate | 67.3% | 73.0%-5.7pp | 81.4%-14.1pp | 69.3%-2.0pp |
| Annual return | 2.13% | 18.68%-16.5pp | 47.52%-45.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,052 | $2,882-63.5% | $4,617-77.2% | $2,281-53.9% |
| Participant deferral / active EE | $3,176 | $4,840-34.4% | $5,984-46.9% | $3,203-0.9% |
| Admin fee / account holder | $2,543 | $4,826-47.3% | $8,357-69.6% | $4,296-40.8% |