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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 | $18,763 | $58,512-67.9% | $84,020-77.7% | $72,983-74.3% |
| Participation rate | 56.7% | 61.2%-4.6pp | 69.0%-12.3pp | 69.5%-12.8pp |
| Annual return | 3.05% | 28.93%-25.9pp | 71.31%-68.3pp | 81.01%-78.0pp |
| Employer contribution / active EE | $1,021 | $1,163-12.2% | $1,984-48.5% | $2,440-58.2% |
| Participant deferral / active EE | $2,428 | $2,394+1.4% | $3,239-25.0% | $3,608-32.7% |
| Admin fee / account holder | $921 | $4,569-79.9% | $6,101-84.9% | $5,124-82.0% |