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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 | $24,958 | $86,949-71.3% | $102,460-75.6% | $80,959-69.2% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 6.76% | 18.89%-12.1pp | 29.47%-22.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $1,232 | $2,370-48.0% | $3,025-59.3% | $2,757-55.3% |
| Participant deferral / active EE | $2,068 | $4,121-49.8% | $5,056-59.1% | $4,300-51.9% |
| Admin fee / account holder | $18,480 | $8,048+129.6% | $9,460+95.4% | $6,925+166.8% |