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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 | $16,845 | $118,467-85.8% | $98,450-82.9% | $139,456-87.9% |
| Participation rate | 69.2% | 77.5%-8.2pp | 75.2%-5.9pp | 80.3%-11.1pp |
| Annual return | 6.89% | 18.95%-12.1pp | 21.16%-14.3pp | 373.45%-366.6pp |
| Employer contribution / active EE | $1,420 | $3,611-60.7% | $3,049-53.4% | $4,753-70.1% |
| Participant deferral / active EE | $1,483 | $5,393-72.5% | $4,739-68.7% | $6,711-77.9% |
| Admin fee / account holder | $741 | $14,057-94.7% | $8,961-91.7% | $11,407-93.5% |