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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 | $10,449 | $72,273-85.5% | $101,275-89.7% | $79,856-86.9% |
| Participation rate | 56.0% | 68.5%-12.5pp | 75.8%-19.8pp | 69.6%-13.6pp |
| Annual return | 5.96% | 22.30%-16.3pp | 46.48%-40.5pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,007 | $2,691-62.6% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $1,462 | $3,282-55.4% | $4,371-66.5% | $3,741-60.9% |
| Admin fee / account holder | $732 | $4,401-83.4% | $5,948-87.7% | $5,306-86.2% |