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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 | $55,457-83.5% | $77,361-88.2% | $94,015-90.3% |
| Participation rate | 62.1% | 69.8%-7.8pp | 75.0%-12.9pp | 70.8%-8.8pp |
| Annual return | 6.87% | 15.57%-8.7pp | 1011.54%-1004.7pp | 17.84%-11.0pp |
| Employer contribution / active EE | $864 | $2,255-61.7% | $2,990-71.1% | $2,790-69.1% |
| Participant deferral / active EE | $1,353 | $3,069-55.9% | $3,911-65.4% | $4,249-68.2% |
| Admin fee / account holder | $1,772 | $4,334-59.1% | $5,894-69.9% | $8,951-80.2% |