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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 | $9,672 | $48,078-79.9% | $78,676-87.7% | $62,881-84.6% |
| Participation rate | 40.9% | 65.2%-24.3pp | 73.6%-32.7pp | 69.3%-28.4pp |
| Annual return | 3.39% | 31.36%-28.0pp | 62.19%-58.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $784 | $2,015-61.1% | $2,850-72.5% | $2,281-65.6% |
| Participant deferral / active EE | $1,068 | $2,587-58.7% | $3,517-69.6% | $3,203-66.6% |
| Admin fee / account holder | $1,343 | $3,206-58.1% | $4,510-70.2% | $4,296-68.7% |