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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 | $20,427 | $87,106-76.5% | $105,607-80.7% | $80,935-74.8% |
| Participation rate | 39.5% | 70.4%-31.0pp | 75.3%-35.8pp | 67.7%-28.2pp |
| Annual return | 9.84% | 17.01%-7.2pp | 116.11%-106.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $1,253 | $2,396-47.7% | $3,167-60.4% | $2,757-54.6% |
| Participant deferral / active EE | $2,299 | $3,986-42.3% | $5,011-54.1% | $4,299-46.5% |
| Admin fee / account holder | $898 | $8,447-89.4% | $10,958-91.8% | $6,924-87.0% |