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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 | $19,651 | $81,487-75.9% | $102,412-80.8% | $80,935-75.7% |
| Participation rate | 42.3% | 66.8%-24.5pp | 74.5%-32.2pp | 67.7%-25.4pp |
| Annual return | 5.65% | 25.60%-19.9pp | 24.94%-19.3pp | 35.66%-30.0pp |
| Employer contribution / active EE | $1,686 | $3,103-45.7% | $3,870-56.4% | $2,757-38.8% |
| Participant deferral / active EE | $2,695 | $3,871-30.4% | $5,060-46.7% | $4,299-37.3% |
| Admin fee / account holder | $1,968 | $6,717-70.7% | $8,388-76.5% | $6,924-71.6% |