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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 | $3,645 | $88,996-95.9% | $78,004-95.3% | $138,895-97.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 8.40% | 28.03%-19.6pp | 31.07%-22.7pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1,543 | $2,917-47.1% | $2,469-37.5% | $4,194-63.2% |
| Participant deferral / active EE | $2,400 | $4,724-49.2% | $4,092-41.3% | $6,396-62.5% |
| Admin fee / account holder | $17,490 | $8,807+98.6% | $7,578+130.8% | $12,562+39.2% |