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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 | $20,076 | $72,492-72.3% | $87,104-77.0% | $72,975-72.5% |
| Participation rate | 69.4% | 72.8%-3.5pp | 76.9%-7.5pp | 69.5%-0.1pp |
| Annual return | 13.94% | 24.46%-10.5pp | 28.19%-14.3pp | 81.01%-67.1pp |
| Employer contribution / active EE | $912 | $1,894-51.8% | $2,521-63.8% | $2,440-62.6% |
| Participant deferral / active EE | $1,669 | $3,270-48.9% | $4,048-58.8% | $3,608-53.7% |
| Admin fee / account holder | $11,569 | $5,055+128.9% | $7,491+54.4% | $5,124+125.8% |