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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 | $11,740 | $70,418-83.3% | $96,570-87.8% | $85,847-86.3% |
| Participation rate | 56.0% | 61.8%-5.8pp | 69.8%-13.8pp | 69.3%-13.3pp |
| Annual return | 10.49% | 18.59%-8.1pp | 37.79%-27.3pp | 318.61%-308.1pp |
| Employer contribution / active EE | $823 | $1,413-41.8% | $2,357-65.1% | $2,565-67.9% |
| Participant deferral / active EE | $3,171 | $2,894+9.6% | $3,849-17.6% | $3,952-19.8% |
| Admin fee / account holder | $1,184 | $4,995-76.3% | $6,182-80.9% | $6,261-81.1% |