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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 | $10,850 | $87,546-87.6% | $75,784-85.7% | $125,389-91.3% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -4.02% | 13.49%-17.5pp | 9.68%-13.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,009 | $3,930-74.3% | $3,323-69.6% | $4,866-79.3% |
| Participant deferral / active EE | $1,265 | $4,230-70.1% | $3,652-65.4% | $5,352-76.4% |
| Admin fee / account holder | $2,335 | $6,503-64.1% | $5,300-55.9% | $9,541-75.5% |