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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 | $16,763 | $72,027-76.7% | $185,861-91.0% | $79,856-79.0% |
| Participation rate | 64.3% | 65.8%-1.5pp | 78.0%-13.8pp | 69.6%-5.4pp |
| Annual return | 2.78% | 23.13%-20.3pp | 35.96%-33.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,278 | $1,965-35.0% | $4,088-68.7% | $2,471-48.3% |
| Participant deferral / active EE | $1,935 | $3,780-48.8% | $5,634-65.6% | $3,741-48.3% |
| Admin fee / account holder | $11,371 | $4,513+152.0% | $9,503+19.6% | $5,306+114.3% |