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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 | $19,180 | $86,940-77.9% | $102,434-81.3% | $80,935-76.3% |
| Participation rate | 47.3% | 72.4%-25.1pp | 76.5%-29.2pp | 67.7%-20.4pp |
| Annual return | 8.81% | 18.89%-10.1pp | 29.46%-20.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,376 | $2,370-41.9% | $3,023-54.5% | $2,757-50.1% |
| Participant deferral / active EE | $3,893 | $4,121-5.5% | $5,055-23.0% | $4,299-9.5% |
| Admin fee / account holder | $1,744 | $8,047-78.3% | $9,462-81.6% | $6,924-74.8% |