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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 | $14,488 | $93,598-84.5% | $135,974-89.3% | $75,173-80.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 14.32% | 30.89%-16.6pp | 68.30%-54.0pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,761 | $3,538-50.2% | $4,859-63.8% | $2,671-34.1% |
| Participant deferral / active EE | $3,326 | $6,405-48.1% | $7,760-57.1% | $4,126-19.4% |
| Admin fee / account holder | $6,303 | $6,978-9.7% | $10,767-41.5% | $5,651+11.6% |