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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 | $13,013 | $80,983-83.9% | $96,544-86.5% | $75,177-82.7% |
| Participation rate | 62.7% | 71.8%-9.1pp | 76.0%-13.3pp | 67.2%-4.5pp |
| Annual return | 12.07% | 27.05%-15.0pp | 25.88%-13.8pp | 160.75%-148.7pp |
| Employer contribution / active EE | $804 | $2,282-64.8% | $2,966-72.9% | $2,671-69.9% |
| Participant deferral / active EE | $1,845 | $3,929-53.0% | $4,851-62.0% | $4,126-55.3% |
| Admin fee / account holder | $5,794 | $6,717-13.7% | $8,254-29.8% | $5,651+2.5% |