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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 | $15,564 | $76,834-79.7% | $108,359-85.6% | $87,485-82.2% |
| Participation rate | 46.0% | 61.7%-15.7pp | 70.1%-24.1pp | 68.9%-22.9pp |
| Annual return | 11.76% | 19.09%-7.3pp | 36.89%-25.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,292 | $1,556-17.0% | $2,399-46.2% | $2,596-50.3% |
| Participant deferral / active EE | $2,327 | $3,100-24.9% | $4,137-43.7% | $4,274-45.5% |
| Admin fee / account holder | $5,811 | $6,537-11.1% | $9,741-40.3% | $7,775-25.3% |