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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 | $12,882 | $73,988-82.6% | $96,538-86.7% | $75,177-82.9% |
| Participation rate | 68.2% | 66.4%+1.8pp | 74.3%-6.2pp | 67.2%+1.0pp |
| Annual return | 12.36% | 26.73%-14.4pp | 35.74%-23.4pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,320 | $2,930-55.0% | $3,740-64.7% | $2,671-50.6% |
| Participant deferral / active EE | $1,701 | $3,660-53.5% | $4,880-65.1% | $4,126-58.8% |
| Admin fee / account holder | $1,091 | $5,220-79.1% | $6,737-83.8% | $5,651-80.7% |