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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 | $9,143 | $50,554-81.9% | $67,681-86.5% | $87,485-89.5% |
| Participation rate | 62.1% | 67.7%-5.7pp | 73.7%-11.7pp | 68.9%-6.9pp |
| Annual return | 6.87% | 17.81%-10.9pp | 590.58%-583.7pp | 26.06%-19.2pp |
| Employer contribution / active EE | $864 | $1,988-56.6% | $2,678-67.8% | $2,596-66.7% |
| Participant deferral / active EE | $1,353 | $2,961-54.3% | $3,976-66.0% | $4,274-68.3% |
| Admin fee / account holder | $1,772 | $4,132-57.1% | $6,100-71.0% | $7,775-77.2% |