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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 | $11,882 | $117,904-89.9% | $102,457-88.4% | $145,978-91.9% |
| Participation rate | 61.5% | 78.6%-17.1pp | 76.5%-15.0pp | 80.3%-18.8pp |
| Annual return | 6.76% | 31.80%-25.0pp | 29.41%-22.7pp | 550.52%-543.8pp |
| Employer contribution / active EE | $1,571 | $3,613-56.5% | $3,022-48.0% | $4,662-66.3% |
| Participant deferral / active EE | $2,454 | $5,733-57.2% | $5,054-51.5% | $6,690-63.3% |
| Admin fee / account holder | $755 | $13,329-94.3% | $9,451-92.0% | $13,400-94.4% |