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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 | $12,941 | $135,956-90.5% | $123,894-89.6% | $273,972-95.3% |
| Participation rate | 38.5% | 84.1%-45.6pp | 81.4%-42.9pp | 83.0%-44.6pp |
| Annual return | 1.90% | 56.63%-54.7pp | 47.52%-45.6pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,056 | $5,170-79.6% | $4,617-77.1% | $4,869-78.3% |
| Participant deferral / active EE | $2,581 | $6,343-59.3% | $5,984-56.9% | $5,287-51.2% |
| Admin fee / account holder | $3,761 | $9,817-61.7% | $8,357-55.0% | $10,133-62.9% |