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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 | $16,906 | $81,487-79.3% | $102,412-83.5% | $80,935-79.1% |
| Participation rate | 58.2% | 66.8%-8.6pp | 74.5%-16.3pp | 67.7%-9.4pp |
| Annual return | 3.57% | 25.60%-22.0pp | 24.94%-21.4pp | 35.66%-32.1pp |
| Employer contribution / active EE | $1,413 | $3,103-54.4% | $3,870-63.5% | $2,757-48.7% |
| Participant deferral / active EE | $1,817 | $3,871-53.1% | $5,060-64.1% | $4,299-57.7% |
| Admin fee / account holder | $1,807 | $6,717-73.1% | $8,388-78.5% | $6,924-73.9% |