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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 | $17,492 | $48,364-63.8% | $71,796-75.6% | $62,881-72.2% |
| Participation rate | 61.1% | 60.6%+0.5pp | 69.1%-8.0pp | 69.3%-8.2pp |
| Annual return | 3.11% | 13.16%-10.1pp | 78.04%-74.9pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,178 | $1,042+13.1% | $1,924-38.8% | $2,281-48.4% |
| Participant deferral / active EE | $2,500 | $2,091+19.5% | $2,794-10.5% | $3,203-22.0% |
| Admin fee / account holder | $3,376 | $3,771-10.5% | $4,815-29.9% | $4,296-21.4% |