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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 | $11,166 | $86,949-87.2% | $102,460-89.1% | $80,959-86.2% |
| Participation rate | 63.0% | 72.4%-9.4pp | 76.5%-13.5pp | 67.7%-4.7pp |
| Annual return | 9.72% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,587 | $4,121-37.2% | $5,056-48.8% | $4,300-39.8% |
| Admin fee / account holder | $806 | $8,048-90.0% | $9,460-91.5% | $6,925-88.4% |