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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 | $18,962 | $60,349-68.6% | $74,184-74.4% | $62,881-69.8% |
| Participation rate | 69.8% | 72.7%-2.9pp | 76.6%-6.8pp | 69.3%+0.5pp |
| Annual return | 3.90% | 21.38%-17.5pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $774 | $1,680-54.0% | $2,370-67.4% | $2,281-66.1% |
| Participant deferral / active EE | $2,224 | $2,856-22.1% | $3,550-37.3% | $3,203-30.6% |
| Admin fee / account holder | $4,849 | $4,261+13.8% | $5,586-13.2% | $4,296+12.9% |