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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 | $8,415 | $48,314-82.6% | $67,561-87.5% | $80,925-89.6% |
| Participation rate | 31.0% | 66.4%-35.4pp | 72.9%-41.9pp | 67.7%-36.7pp |
| Annual return | 6.03% | 18.28%-12.3pp | 3525.44%-3519.4pp | 35.65%-29.6pp |
| Employer contribution / active EE | $498 | $2,022-75.4% | $2,735-81.8% | $2,756-81.9% |
| Participant deferral / active EE | $1,230 | $2,927-58.0% | $4,003-69.3% | $4,299-71.4% |
| Admin fee / account holder | $1,464 | $3,690-60.3% | $4,006-63.5% | $6,940-78.9% |