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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 | $86,919-67.5% | $102,457-72.4% | $80,911-65.1% |
| Participation rate | 29.8% | 72.4%-42.6pp | 76.5%-46.7pp | 67.6%-37.8pp |
| Annual return | 7.83% | 18.90%-11.1pp | 29.41%-21.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $1,154 | $2,368-51.3% | $3,022-61.8% | $2,756-58.1% |
| Participant deferral / active EE | $2,289 | $4,119-44.4% | $5,054-54.7% | $4,297-46.7% |
| Admin fee / account holder | $7,258 | $8,049-9.8% | $9,451-23.2% | $6,935+4.7% |