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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 | $15,662 | $56,544-72.3% | $75,501-79.3% | $70,126-77.7% |
| Participation rate | 61.5% | 68.1%-6.6pp | 72.4%-10.8pp | 69.5%-8.0pp |
| Annual return | 12.02% | 23.59%-11.6pp | 27.35%-15.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $827 | $1,817-54.5% | $2,352-64.8% | $2,343-64.7% |
| Participant deferral / active EE | $2,024 | $2,580-21.5% | $3,142-35.6% | $3,332-39.2% |
| Admin fee / account holder | $1,174 | $3,827-69.3% | $5,801-79.8% | $4,645-74.7% |