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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 | $10,605 | $110,410-90.4% | $102,437-89.6% | $145,897-92.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.13% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,909 | $4,217-54.7% | $3,871-50.7% | $4,663-59.1% |
| Participant deferral / active EE | $2,953 | $5,622-47.5% | $5,060-41.6% | $6,689-55.9% |
| Admin fee / account holder | $1,069 | $9,745-89.0% | $8,388-87.3% | $13,390-92.0% |