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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 | $73,787-78.9% | $98,716-84.2% | $82,448-81.1% |
| Participation rate | 46.0% | 61.4%-15.4pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 11.76% | 18.57%-6.8pp | 31.81%-20.0pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,292 | $1,511-14.5% | $2,279-43.3% | $2,551-49.4% |
| Participant deferral / active EE | $2,327 | $3,081-24.5% | $4,048-42.5% | $4,139-43.8% |
| Admin fee / account holder | $5,811 | $6,500-10.6% | $8,703-33.2% | $7,234-19.7% |