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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 | $32,848 | $123,793-73.5% | $177,848-81.5% | $79,856-58.9% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 10.12% | 22.82%-12.7pp | 48.33%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,607 | $4,095-60.8% | $5,919-72.9% | $2,471-35.0% |
| Participant deferral / active EE | $3,779 | $5,956-36.5% | $7,714-51.0% | $3,741+1.0% |
| Admin fee / account holder | $7,588 | $7,243+4.8% | $12,431-39.0% | $5,306+43.0% |