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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 | $7,951 | $43,496-81.7% | $161,489-95.1% | $64,340-87.6% |
| Participation rate | 39.5% | 53.5%-14.1pp | 78.7%-39.2pp | 55.2%-15.8pp |
| Annual return | 10.73% | 20.76%-10.0pp | 89.72%-79.0pp | 24.14%-13.4pp |
| Employer contribution / active EE | $617 | $1,431-56.9% | $4,268-85.6% | $1,862-66.9% |
| Participant deferral / active EE | $932 | $1,996-53.3% | $5,630-83.4% | $2,980-68.7% |
| Admin fee / account holder | $2,044 | $2,330-12.3% | $16,006-87.2% | $3,703-44.8% |