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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 | $20,040 | $79,955-74.9% | $98,461-79.6% | $75,173-73.3% |
| Participation rate | 63.8% | 70.4%-6.6pp | 75.2%-11.4pp | 67.2%-3.4pp |
| Annual return | 11.09% | 19.75%-8.7pp | 21.17%-10.1pp | 160.72%-149.6pp |
| Employer contribution / active EE | $1,320 | $2,264-41.7% | $3,049-56.7% | $2,671-50.6% |
| Participant deferral / active EE | $2,572 | $3,752-31.5% | $4,738-45.7% | $4,126-37.7% |
| Admin fee / account holder | $10,839 | $6,841+58.4% | $8,961+21.0% | $5,651+91.8% |