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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 | $13,314 | $46,877-71.6% | $122,354-89.1% | $70,126-81.0% |
| Participation rate | 51.0% | 58.2%-7.2pp | 71.6%-20.6pp | 69.5%-18.5pp |
| Annual return | 10.55% | 24.22%-13.7pp | 30.28%-19.7pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,279 | $1,288-0.8% | $4,051-68.4% | $2,343-45.4% |
| Participant deferral / active EE | $2,375 | $2,167+9.6% | $3,287-27.8% | $3,332-28.7% |
| Admin fee / account holder | $8,184 | $3,324+146.2% | $5,479+49.4% | $4,645+76.2% |