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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 | $22,635 | $76,371-70.4% | $93,621-75.8% | $72,976-69.0% |
| Participation rate | 69.8% | 71.8%-2.0pp | 75.8%-6.1pp | 69.5%+0.3pp |
| Annual return | 12.01% | 25.82%-13.8pp | 32.76%-20.7pp | 81.02%-69.0pp |
| Employer contribution / active EE | $917 | $2,276-59.7% | $2,719-66.3% | $2,440-62.4% |
| Participant deferral / active EE | $1,330 | $3,538-62.4% | $4,070-67.3% | $3,608-63.1% |
| Admin fee / account holder | $1,122 | $6,839-83.6% | $7,890-85.8% | $5,124-78.1% |