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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 | $9,843 | $77,896-87.4% | $134,172-92.7% | $82,448-88.1% |
| Participation rate | 26.5% | 62.8%-36.3pp | 72.5%-46.0pp | 68.1%-41.6pp |
| Annual return | 11.44% | 18.21%-6.8pp | 25.30%-13.9pp | 41.64%-30.2pp |
| Employer contribution / active EE | $585 | $2,159-72.9% | $3,420-82.9% | $2,551-77.1% |
| Participant deferral / active EE | $1,635 | $3,162-48.3% | $4,690-65.1% | $4,139-60.5% |
| Admin fee / account holder | $8,436 | $6,336+33.1% | $12,016-29.8% | $7,234+16.6% |