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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 | $13,279 | $91,198-85.4% | $178,503-92.6% | $79,856-83.4% |
| Participation rate | 62.1% | 69.2%-7.1pp | 81.9%-19.9pp | 69.6%-7.6pp |
| Annual return | 8.65% | 24.20%-15.5pp | 151.12%-142.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $917 | $3,257-71.8% | $5,011-81.7% | $2,471-62.9% |
| Participant deferral / active EE | $2,002 | $3,237-38.1% | $5,202-61.5% | $3,741-46.5% |
| Admin fee / account holder | $515 | $6,748-92.4% | $13,987-96.3% | $5,306-90.3% |