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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 | $28,276 | $86,940-67.5% | $102,434-72.4% | $80,935-65.1% |
| Participation rate | 29.8% | 72.4%-42.6pp | 76.5%-46.7pp | 67.7%-37.8pp |
| Annual return | 7.83% | 18.89%-11.1pp | 29.46%-21.6pp | 35.66%-27.8pp |
| Employer contribution / active EE | $1,154 | $2,370-51.3% | $3,023-61.8% | $2,757-58.2% |
| Participant deferral / active EE | $2,289 | $4,121-44.4% | $5,055-54.7% | $4,299-46.8% |
| Admin fee / account holder | $7,258 | $8,047-9.8% | $9,462-23.3% | $6,924+4.8% |