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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 | $8,820 | $58,099-84.8% | $76,872-88.5% | $75,173-88.3% |
| Participation rate | 62.5% | 63.9%-1.4pp | 69.6%-7.1pp | 67.2%-4.7pp |
| Annual return | 8.97% | 26.71%-17.7pp | 37.90%-28.9pp | 160.72%-151.7pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,842 | $2,999-38.6% | $3,832-51.9% | $4,126-55.4% |
| Admin fee / account holder | $355 | $4,778-92.6% | $5,476-93.5% | $5,651-93.7% |