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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 | $12,294 | $76,834-84.0% | $108,359-88.7% | $87,485-85.9% |
| Participation rate | 58.8% | 61.7%-2.9pp | 70.1%-11.3pp | 68.9%-10.1pp |
| Annual return | 9.90% | 19.09%-9.2pp | 36.89%-27.0pp | 26.06%-16.2pp |
| Employer contribution / active EE | $423 | $1,556-72.8% | $2,399-82.4% | $2,596-83.7% |
| Participant deferral / active EE | $1,380 | $3,100-55.5% | $4,137-66.6% | $4,274-67.7% |
| Admin fee / account holder | $1,970 | $6,537-69.9% | $9,741-79.8% | $7,775-74.7% |