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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 | $12,871 | $80,983-84.1% | $96,544-86.7% | $75,177-82.9% |
| Participation rate | 67.4% | 71.8%-4.4pp | 76.0%-8.6pp | 67.2%+0.2pp |
| Annual return | 8.74% | 27.05%-18.3pp | 25.88%-17.1pp | 160.75%-152.0pp |
| Employer contribution / active EE | $1,540 | $2,282-32.5% | $2,966-48.1% | $2,671-42.3% |
| Participant deferral / active EE | $3,243 | $3,929-17.4% | $4,851-33.2% | $4,126-21.4% |
| Admin fee / account holder | $16,488 | $6,717+145.5% | $8,254+99.8% | $5,651+191.8% |