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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 | $16,804 | $87,106-80.7% | $105,607-84.1% | $80,935-79.2% |
| Participation rate | 65.9% | 70.4%-4.6pp | 75.3%-9.4pp | 67.7%-1.8pp |
| Annual return | 8.41% | 17.01%-8.6pp | 116.11%-107.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $978 | $2,396-59.2% | $3,167-69.1% | $2,757-64.5% |
| Participant deferral / active EE | $2,233 | $3,986-44.0% | $5,011-55.4% | $4,299-48.1% |
| Admin fee / account holder | $13,514 | $8,447+60.0% | $10,958+23.3% | $6,924+95.2% |