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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 | $11,728 | $71,215-83.5% | $93,696-87.5% | $80,935-85.5% |
| Participation rate | 61.7% | 60.4%+1.3pp | 68.7%-7.0pp | 67.7%-6.0pp |
| Annual return | 2.80% | 11.27%-8.5pp | 133.74%-130.9pp | 35.66%-32.9pp |
| Employer contribution / active EE | $1,711 | $1,565+9.3% | $2,422-29.3% | $2,757-37.9% |
| Participant deferral / active EE | $1,345 | $4,037-66.7% | $4,417-69.5% | $4,299-68.7% |
| Admin fee / account holder | $2,030 | $6,958-70.8% | $8,287-75.5% | $6,924-70.7% |