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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 | $25,693 | $83,898-69.4% | $133,346-80.7% | $94,015-72.7% |
| Participation rate | 52.1% | 63.4%-11.3pp | 72.8%-20.8pp | 70.8%-18.8pp |
| Annual return | 6.69% | 16.00%-9.3pp | 36.85%-30.2pp | 17.84%-11.2pp |
| Employer contribution / active EE | $1,811 | $1,821-0.5% | $2,853-36.5% | $2,790-35.1% |
| Participant deferral / active EE | $2,973 | $3,245-8.4% | $4,332-31.4% | $4,249-30.0% |
| Admin fee / account holder | $634 | $7,809-91.9% | $14,264-95.6% | $8,951-92.9% |