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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 | $15,670 | $106,749-85.3% | $145,433-89.2% | $82,448-81.0% |
| Participation rate | 34.6% | 75.6%-41.0pp | 82.1%-47.5pp | 68.1%-33.5pp |
| Annual return | 7.34% | 27.59%-20.2pp | 66.58%-59.2pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,457 | $3,444-57.7% | $4,554-68.0% | $2,551-42.9% |
| Participant deferral / active EE | $2,540 | $6,519-61.0% | $7,897-67.8% | $4,139-38.6% |
| Admin fee / account holder | $13,265 | $8,390+58.1% | $13,129+1.0% | $7,234+83.4% |