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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 | $9,413 | $45,119-79.1% | $85,126-88.9% | $74,429-87.4% |
| Participation rate | 28.0% | 49.4%-21.3pp | 67.5%-39.5pp | 67.2%-39.2pp |
| Annual return | 10.38% | 26.28%-15.9pp | 66.63%-56.3pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $762 | $1,460-47.8% | $2,731-72.1% | $2,625-71.0% |
| Participant deferral / active EE | $1,098 | $2,738-59.9% | $4,523-75.7% | $4,348-74.8% |
| Admin fee / account holder | $814 | $2,214-63.2% | $6,160-86.8% | $1,944-58.1% |