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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 | $20,489 | $72,492-71.7% | $87,104-76.5% | $72,975-71.9% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 14.45% | 24.46%-10.0pp | 28.19%-13.7pp | 81.01%-66.6pp |
| Employer contribution / active EE | $1,153 | $1,894-39.1% | $2,521-54.3% | $2,440-52.8% |
| Participant deferral / active EE | $2,024 | $3,270-38.1% | $4,048-50.0% | $3,608-43.9% |
| Admin fee / account holder | $8,476 | $5,055+67.7% | $7,491+13.1% | $5,124+65.4% |