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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 | $11,690 | $71,197-83.6% | $93,669-87.5% | $80,925-85.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 8.60% | 11.27%-2.7pp | 133.59%-125.0pp | 35.65%-27.0pp |
| Employer contribution / active EE | $1,389 | $1,565-11.3% | $2,424-42.7% | $2,756-49.6% |
| Participant deferral / active EE | $1,766 | $4,036-56.2% | $4,416-60.0% | $4,299-58.9% |
| Admin fee / account holder | $431 | $6,959-93.8% | $8,291-94.8% | $6,940-93.8% |