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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 | $14,060 | $181,896-92.3% | $156,551-91.0% | $273,972-94.9% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 2.40% | 30.74%-28.3pp | 32.23%-29.8pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,790 | $6,248-71.4% | $5,501-67.5% | $4,869-63.2% |
| Participant deferral / active EE | $3,215 | $5,550-42.1% | $4,871-34.0% | $5,287-39.2% |
| Admin fee / account holder | $9,417 | $15,560-39.5% | $13,028-27.7% | $10,133-7.1% |