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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 | $9,757 | $45,041-78.3% | $63,003-84.5% | $70,131-86.1% |
| Participation rate | 53.2% | 69.5%-16.3pp | 74.8%-21.6pp | 69.5%-16.3pp |
| Annual return | 3.40% | 18.76%-15.4pp | 87.59%-84.2pp | 73.14%-69.7pp |
| Employer contribution / active EE | $1,128 | $2,052-45.0% | $2,760-59.1% | $2,342-51.9% |
| Participant deferral / active EE | $1,095 | $2,465-55.6% | $3,329-67.1% | $3,332-67.1% |
| Admin fee / account holder | $995 | $2,836-64.9% | $3,600-72.4% | $4,645-78.6% |