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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 | $15,746 | $53,774-70.7% | $134,162-88.3% | $79,856-80.3% |
| Participation rate | 65.6% | 58.8%+6.9pp | 72.2%-6.6pp | 69.6%-4.0pp |
| Annual return | 0.76% | 19.01%-18.2pp | 36.35%-35.6pp | 31.71%-30.9pp |
| Employer contribution / active EE | $1,011 | $1,322-23.5% | $3,705-72.7% | $2,471-59.1% |
| Participant deferral / active EE | $3,565 | $2,420+47.3% | $3,500+1.9% | $3,741-4.7% |
| Admin fee / account holder | $11,585 | $3,985+190.7% | $6,685+73.3% | $5,306+118.3% |