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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 | $37,129 | $109,620-66.1% | $148,496-75.0% | $94,015-60.5% |
| Participation rate | 63.0% | 71.3%-8.3pp | 76.0%-13.1pp | 70.8%-7.9pp |
| Annual return | 8.87% | 17.54%-8.7pp | 12.33%-3.5pp | 17.84%-9.0pp |
| Employer contribution / active EE | $1,625 | $2,618-37.9% | $3,497-53.5% | $2,790-41.7% |
| Participant deferral / active EE | $3,727 | $3,831-2.7% | $4,808-22.5% | $4,249-12.3% |
| Admin fee / account holder | $26,564 | $10,050+164.3% | $19,547+35.9% | $8,951+196.8% |