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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 | $25,257 | $201,370-87.5% | $184,256-86.3% | $145,897-82.7% |
| Participation rate | 40.9% | 87.5%-46.6pp | 86.8%-45.9pp | 80.3%-39.4pp |
| Annual return | 3.94% | 29.05%-25.1pp | 28.85%-24.9pp | 552.29%-548.3pp |
| Employer contribution / active EE | $1,500 | $7,024-78.6% | $6,427-76.7% | $4,663-67.8% |
| Participant deferral / active EE | $3,923 | $9,808-60.0% | $9,133-57.0% | $6,689-41.4% |
| Admin fee / account holder | $5,156 | $16,364-68.5% | $13,899-62.9% | $13,390-61.5% |