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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 | $13,228 | $114,712-88.5% | $173,730-92.4% | $87,485-84.9% |
| Participation rate | 64.0% | 73.0%-9.0pp | 79.6%-15.6pp | 68.9%-4.9pp |
| Annual return | 10.92% | 20.18%-9.3pp | 19.96%-9.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $2,419 | $2,904-16.7% | $4,577-47.1% | $2,596-6.8% |
| Participant deferral / active EE | $3,343 | $4,642-28.0% | $6,326-47.2% | $4,274-21.8% |
| Admin fee / account holder | $1,127 | $10,210-89.0% | $17,523-93.6% | $7,775-85.5% |