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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 | $11,738 | $53,837-78.2% | $75,714-84.5% | $85,847-86.3% |
| Participation rate | 57.6% | 69.1%-11.5pp | 74.8%-17.3pp | 69.3%-11.7pp |
| Annual return | 12.28% | 24.54%-12.3pp | 104.62%-92.3pp | 318.61%-306.3pp |
| Employer contribution / active EE | $391 | $2,017-80.6% | $2,744-85.8% | $2,565-84.8% |
| Participant deferral / active EE | $994 | $2,895-65.7% | $3,820-74.0% | $3,952-74.9% |
| Admin fee / account holder | $308 | $3,339-90.8% | $3,619-91.5% | $6,261-95.1% |