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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 | $10,911 | $91,179-88.0% | $178,499-93.9% | $79,852-86.3% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 8.60% | 24.19%-15.6pp | 151.10%-142.5pp | 31.72%-23.1pp |
| Employer contribution / active EE | $1,215 | $3,256-62.7% | $5,011-75.7% | $2,471-50.8% |
| Participant deferral / active EE | $2,531 | $3,236-21.8% | $5,202-51.3% | $3,740-32.3% |
| Admin fee / account holder | $2,703 | $6,749-59.9% | $13,986-80.7% | $5,306-49.1% |