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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 | $23,408 | $86,919-73.1% | $102,457-77.2% | $80,911-71.1% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.6%+1.0pp |
| Annual return | 9.45% | 18.90%-9.4pp | 29.41%-20.0pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,865 | $2,368-21.2% | $3,022-38.3% | $2,756-32.3% |
| Participant deferral / active EE | $3,727 | $4,119-9.5% | $5,054-26.3% | $4,297-13.3% |
| Admin fee / account holder | $1,298 | $8,049-83.9% | $9,451-86.3% | $6,935-81.3% |