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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 | $11,482 | $56,544-79.7% | $75,501-84.8% | $70,126-83.6% |
| Participation rate | 64.5% | 68.1%-3.6pp | 72.4%-7.8pp | 69.5%-5.0pp |
| Annual return | 9.74% | 23.59%-13.9pp | 27.35%-17.6pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,966 | $1,817+8.2% | $2,352-16.4% | $2,343-16.1% |
| Participant deferral / active EE | $4,310 | $2,580+67.1% | $3,142+37.2% | $3,332+29.4% |
| Admin fee / account holder | $563 | $3,827-85.3% | $5,801-90.3% | $4,645-87.9% |