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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 | $11,690 | $73,978-84.2% | $96,515-87.9% | $75,173-84.4% |
| Participation rate | 65.1% | 66.4%-1.3pp | 74.3%-9.2pp | 67.2%-2.1pp |
| Annual return | 8.38% | 26.72%-18.3pp | 35.73%-27.3pp | 160.72%-152.3pp |
| Employer contribution / active EE | $1,047 | $2,931-64.3% | $3,740-72.0% | $2,671-60.8% |
| Participant deferral / active EE | $2,017 | $3,660-44.9% | $4,880-58.7% | $4,126-51.1% |
| Admin fee / account holder | $884 | $5,219-83.1% | $6,735-86.9% | $5,651-84.4% |