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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 | $86,940-73.1% | $102,434-77.1% | $80,935-71.1% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.7%+1.0pp |
| Annual return | 9.45% | 18.89%-9.4pp | 29.46%-20.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,865 | $2,370-21.3% | $3,023-38.3% | $2,757-32.3% |
| Participant deferral / active EE | $3,727 | $4,121-9.6% | $5,055-26.3% | $4,299-13.3% |
| Admin fee / account holder | $1,298 | $8,047-83.9% | $9,462-86.3% | $6,924-81.3% |