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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 | $10,234 | $90,486-88.7% | $78,676-87.0% | $273,972-96.3% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 1.43% | 75.62%-74.2pp | 62.19%-60.8pp | 41.46%-40.0pp |
| Employer contribution / active EE | $895 | $3,175-71.8% | $2,850-68.6% | $4,869-81.6% |
| Participant deferral / active EE | $1,679 | $3,901-57.0% | $3,517-52.3% | $5,287-68.2% |
| Admin fee / account holder | $2,620 | $5,263-50.2% | $4,510-41.9% | $10,133-74.1% |