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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 | $9,435 | $88,707-89.4% | $74,184-87.3% | $273,972-96.6% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | -0.01% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $689 | $3,159-78.2% | $2,370-70.9% | $4,869-85.9% |
| Participant deferral / active EE | $1,392 | $4,212-66.9% | $3,550-60.8% | $5,287-73.7% |
| Admin fee / account holder | $368 | $8,717-95.8% | $5,586-93.4% | $10,133-96.4% |