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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 | $10,456 | $62,672-83.3% | $185,117-94.4% | $70,126-85.1% |
| Participation rate | 61.5% | 63.8%-2.2pp | 77.3%-15.7pp | 69.5%-8.0pp |
| Annual return | 1.25% | 40.79%-39.5pp | 40.50%-39.2pp | 73.15%-71.9pp |
| Employer contribution / active EE | $1,127 | $1,753-35.7% | $4,182-73.0% | $2,343-51.9% |
| Participant deferral / active EE | $2,254 | $3,272-31.1% | $5,045-55.3% | $3,332-32.3% |
| Admin fee / account holder | $309 | $3,932-92.2% | $8,159-96.2% | $4,645-93.4% |