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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 | $10,690 | $70,435-84.8% | $96,575-88.9% | $85,856-87.5% |
| Participation rate | 46.5% | 61.8%-15.3pp | 69.8%-23.3pp | 69.3%-22.8pp |
| Annual return | 10.66% | 18.59%-7.9pp | 37.79%-27.1pp | 318.58%-307.9pp |
| Employer contribution / active EE | $1,100 | $1,413-22.1% | $2,357-53.3% | $2,565-57.1% |
| Participant deferral / active EE | $1,645 | $2,894-43.1% | $3,849-57.3% | $3,952-58.4% |
| Admin fee / account holder | $4,066 | $4,997-18.6% | $6,182-34.2% | $6,261-35.1% |