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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 | $16,636 | $69,590-76.1% | $136,867-87.8% | $94,015-82.3% |
| Participation rate | 68.3% | 66.3%+2.0pp | 74.5%-6.3pp | 70.8%-2.5pp |
| Annual return | 9.68% | 19.62%-9.9pp | 42.97%-33.3pp | 17.84%-8.2pp |
| Employer contribution / active EE | $884 | $2,396-63.1% | $3,547-75.1% | $2,790-68.3% |
| Participant deferral / active EE | $1,050 | $3,437-69.4% | $4,924-78.7% | $4,249-75.3% |
| Admin fee / account holder | $4,251 | $8,912-52.3% | $10,340-58.9% | $8,951-52.5% |