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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 | $25,701 | $80,983-68.3% | $96,544-73.4% | $75,177-65.8% |
| Participation rate | 58.6% | 71.8%-13.2pp | 76.0%-17.4pp | 67.2%-8.6pp |
| Annual return | 12.50% | 27.05%-14.5pp | 25.88%-13.4pp | 160.75%-148.2pp |
| Employer contribution / active EE | $1,662 | $2,282-27.2% | $2,966-44.0% | $2,671-37.8% |
| Participant deferral / active EE | $2,376 | $3,929-39.5% | $4,851-51.0% | $4,126-42.4% |
| Admin fee / account holder | $1,841 | $6,717-72.6% | $8,254-77.7% | $5,651-67.4% |