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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 | $11,748 | $89,259-86.8% | $107,187-89.0% | $82,637-85.8% |
| Participation rate | 27.8% | 67.9%-40.2pp | 75.0%-47.2pp | 68.1%-40.3pp |
| Annual return | 12.45% | 21.02%-8.6pp | 204.55%-192.1pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,003 | $3,080-67.4% | $3,782-73.5% | $2,552-60.7% |
| Participant deferral / active EE | $1,965 | $4,037-51.3% | $5,096-61.4% | $4,126-52.4% |
| Admin fee / account holder | $5,340 | $7,381-27.7% | $9,162-41.7% | $7,339-27.2% |