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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 | $3,645 | $87,166-95.8% | $76,735-95.2% | $137,256-97.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 8.40% | 26.50%-18.1pp | 29.77%-21.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $1,543 | $2,904-46.9% | $2,454-37.1% | $4,156-62.9% |
| Participant deferral / active EE | $2,400 | $4,726-49.2% | $4,088-41.3% | $6,407-62.5% |
| Admin fee / account holder | $17,490 | $8,403+108.1% | $7,189+143.3% | $12,270+42.5% |