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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 | $9,145 | $115,917-92.1% | $100,535-90.9% | $158,982-94.2% |
| Participation rate | 42.1% | 81.6%-39.5pp | 79.4%-37.3pp | 82.0%-39.9pp |
| Annual return | 5.67% | 34.80%-29.1pp | 30.90%-25.2pp | 302.99%-297.3pp |
| Employer contribution / active EE | $1,070 | $4,105-73.9% | $3,419-68.7% | $4,763-77.5% |
| Participant deferral / active EE | $2,331 | $6,677-65.1% | $6,271-62.8% | $5,983-61.0% |
| Admin fee / account holder | $2,846 | $11,002-74.1% | $8,085-64.8% | $11,252-74.7% |