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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 | $20,678 | $54,541-62.1% | $78,778-73.8% | $70,126-70.5% |
| Participation rate | 65.5% | 60.8%+4.7pp | 69.2%-3.7pp | 69.5%-4.0pp |
| Annual return | 11.43% | 21.07%-9.6pp | 35.62%-24.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $685 | $1,089-37.1% | $1,986-65.5% | $2,343-70.8% |
| Participant deferral / active EE | $1,787 | $2,210-19.2% | $2,958-39.6% | $3,332-46.4% |
| Admin fee / account holder | $5,838 | $3,709+57.4% | $5,134+13.7% | $4,645+25.7% |