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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 | $9,920 | $52,836-81.2% | $105,738-90.6% | $64,181-84.5% |
| Participation rate | 59.3% | 66.5%-7.3pp | 76.3%-17.1pp | 69.6%-10.3pp |
| Annual return | -8.20% | 14.30%-22.5pp | 6.27%-14.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,236 | $1,827-32.3% | $3,268-62.2% | $2,381-48.1% |
| Participant deferral / active EE | $1,836 | $2,545-27.9% | $4,080-55.0% | $3,470-47.1% |
| Admin fee / account holder | $3,221 | $3,959-18.6% | $6,913-53.4% | $4,887-34.1% |