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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 | $23,988 | $83,485-71.3% | $125,192-80.8% | $72,975-67.1% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.5%-4.0pp |
| Annual return | 0.23% | 25.77%-25.5pp | 43.79%-43.6pp | 81.01%-80.8pp |
| Employer contribution / active EE | $1,446 | $2,346-38.3% | $3,866-62.6% | $2,440-40.7% |
| Participant deferral / active EE | $3,941 | $3,586+9.9% | $4,937-20.2% | $3,608+9.2% |
| Admin fee / account holder | $1,264 | $5,518-77.1% | $9,704-87.0% | $5,124-75.3% |