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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 | $11,033 | $72,272-84.7% | $101,264-89.1% | $79,858-86.2% |
| Participation rate | 42.3% | 68.5%-26.2pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | 9.95% | 22.30%-12.3pp | 46.48%-36.5pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,161 | $2,692-56.9% | $3,660-68.3% | $2,471-53.0% |
| Participant deferral / active EE | $2,348 | $3,282-28.4% | $4,370-46.3% | $3,740-37.2% |
| Admin fee / account holder | $470 | $4,401-89.3% | $5,947-92.1% | $5,306-91.2% |