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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 | $15,867 | $64,909-75.6% | $82,312-80.7% | $62,293-74.5% |
| Participation rate | 58.1% | 74.9%-16.8pp | 76.9%-18.8pp | 69.5%-11.5pp |
| Annual return | 12.73% | 21.18%-8.5pp | 25.88%-13.1pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,191 | $1,676-29.0% | $2,428-51.0% | $2,042-41.7% |
| Participant deferral / active EE | $1,944 | $3,103-37.4% | $3,706-47.6% | $3,169-38.7% |
| Admin fee / account holder | $307 | $440-30.1% | $5,608-94.5% | $479-35.9% |