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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 | $11,994 | $54,763-78.1% | $90,324-86.7% | $72,976-83.6% |
| Participation rate | 58.4% | 65.2%-6.7pp | 73.3%-14.8pp | 69.5%-11.0pp |
| Annual return | 7.34% | 30.63%-23.3pp | 78.15%-70.8pp | 81.02%-73.7pp |
| Employer contribution / active EE | $729 | $2,093-65.2% | $2,856-74.5% | $2,440-70.1% |
| Participant deferral / active EE | $806 | $2,887-72.1% | $3,885-79.3% | $3,608-77.7% |
| Admin fee / account holder | $887 | $3,973-77.7% | $5,356-83.4% | $5,124-82.7% |