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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 | $21,927 | $106,749-79.5% | $145,433-84.9% | $82,448-73.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 82.1%-15.5pp | 68.1%-1.4pp |
| Annual return | 14.05% | 27.59%-13.5pp | 66.58%-52.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,706 | $3,444-50.5% | $4,554-62.5% | $2,551-33.1% |
| Participant deferral / active EE | $3,776 | $6,519-42.1% | $7,897-52.2% | $4,139-8.8% |
| Admin fee / account holder | $12,448 | $8,390+48.4% | $13,129-5.2% | $7,234+72.1% |