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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 | $11,629 | $56,894-79.6% | $84,753-86.3% | $62,881-81.5% |
| Participation rate | 66.1% | 68.5%-2.4pp | 76.6%-10.5pp | 69.3%-3.2pp |
| Annual return | -0.26% | 6.30%-6.6pp | 22.78%-23.0pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,513 | $2,400-37.0% | $3,574-57.7% | $2,281-33.7% |
| Participant deferral / active EE | $1,941 | $2,709-28.4% | $3,712-47.7% | $3,203-39.4% |
| Admin fee / account holder | $1,450 | $3,581-59.5% | $5,333-72.8% | $4,296-66.3% |