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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 | $9,848 | $99,345-90.1% | $84,753-88.4% | $273,972-96.4% |
| Participation rate | 65.0% | 80.7%-15.7pp | 76.6%-11.6pp | 83.0%-18.0pp |
| Annual return | 2.00% | 22.93%-20.9pp | 22.78%-20.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,122 | $4,214-73.4% | $3,574-68.6% | $4,869-77.0% |
| Participant deferral / active EE | $1,587 | $4,270-62.8% | $3,712-57.3% | $5,287-70.0% |
| Admin fee / account holder | $17,635 | $6,645+165.4% | $5,333+230.7% | $10,133+74.0% |