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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 | $18,118 | $73,787-75.4% | $98,716-81.6% | $82,448-78.0% |
| Participation rate | 67.3% | 61.4%+5.9pp | 69.3%-2.0pp | 68.1%-0.8pp |
| Annual return | 10.08% | 18.57%-8.5pp | 31.81%-21.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $363 | $1,511-76.0% | $2,279-84.1% | $2,551-85.8% |
| Participant deferral / active EE | $1,486 | $3,081-51.8% | $4,048-63.3% | $4,139-64.1% |
| Admin fee / account holder | $2,977 | $6,500-54.2% | $8,703-65.8% | $7,234-58.9% |