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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 | $18,818 | $67,606-72.2% | $82,313-77.1% | $70,124-73.2% |
| Participation rate | 28.6% | 72.8%-44.2pp | 76.9%-48.3pp | 69.5%-41.0pp |
| Annual return | 10.51% | 21.57%-11.1pp | 25.88%-15.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,700 | $1,755-3.1% | $2,428-30.0% | $2,342-27.4% |
| Participant deferral / active EE | $2,643 | $2,987-11.5% | $3,706-28.7% | $3,332-20.7% |
| Admin fee / account holder | $6,273 | $4,512+39.0% | $5,608+11.9% | $4,645+35.0% |