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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 | $12,380 | $56,894-78.2% | $84,753-85.4% | $62,881-80.3% |
| Participation rate | 66.2% | 68.5%-2.3pp | 76.6%-10.4pp | 69.3%-3.1pp |
| Annual return | 3.36% | 6.30%-2.9pp | 22.78%-19.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,155 | $2,400-51.9% | $3,574-67.7% | $2,281-49.4% |
| Participant deferral / active EE | $2,066 | $2,709-23.7% | $3,712-44.3% | $3,203-35.5% |
| Admin fee / account holder | $462 | $3,581-87.1% | $5,333-91.3% | $4,296-89.2% |