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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 | $15,543 | $67,602-77.0% | $82,312-81.1% | $70,126-77.8% |
| Participation rate | 43.3% | 72.8%-29.4pp | 76.9%-33.6pp | 69.5%-26.2pp |
| Annual return | 5.87% | 21.57%-15.7pp | 25.88%-20.0pp | 73.15%-67.3pp |
| Employer contribution / active EE | $1,652 | $1,755-5.9% | $2,428-32.0% | $2,343-29.5% |
| Participant deferral / active EE | $2,201 | $2,987-26.3% | $3,706-40.6% | $3,332-33.9% |
| Admin fee / account holder | $6,872 | $4,512+52.3% | $5,608+22.5% | $4,645+47.9% |