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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 | $21,933 | $67,602-67.6% | $82,312-73.4% | $70,126-68.7% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 10.81% | 21.57%-10.8pp | 25.88%-15.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,004 | $1,755-42.8% | $2,428-58.7% | $2,343-57.1% |
| Participant deferral / active EE | $2,133 | $2,987-28.6% | $3,706-42.4% | $3,332-36.0% |
| Admin fee / account holder | $9,380 | $4,512+107.9% | $5,608+67.3% | $4,645+101.9% |