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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 | $108,825-87.8% | $156,181-91.5% | $82,448-84.0% |
| Participation rate | 64.0% | 72.4%-8.4pp | 78.8%-14.8pp | 68.1%-4.1pp |
| Annual return | 10.92% | 20.59%-9.7pp | 64.87%-54.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,419 | $2,870-15.7% | $4,294-43.7% | $2,551-5.2% |
| Participant deferral / active EE | $3,343 | $4,577-27.0% | $6,132-45.5% | $4,139-19.2% |
| Admin fee / account holder | $1,127 | $9,341-87.9% | $14,586-92.3% | $7,234-84.4% |