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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 | $45,123-79.1% | $85,240-89.0% | $74,478-87.4% |
| Participation rate | 28.0% | 49.4%-21.3pp | 67.5%-39.5pp | 67.2%-39.2pp |
| Annual return | 10.38% | 26.32%-15.9pp | 66.75%-56.4pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $762 | $1,459-47.8% | $2,735-72.1% | $2,626-71.0% |
| Participant deferral / active EE | $1,098 | $2,736-59.9% | $4,527-75.8% | $4,350-74.8% |
| Admin fee / account holder | $814 | $2,215-63.2% | $6,165-86.8% | $1,946-58.2% |