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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 | $11,772 | $50,554-76.7% | $67,681-82.6% | $87,485-86.5% |
| Participation rate | 69.0% | 67.7%+1.2pp | 73.7%-4.8pp | 68.9%0pp |
| Annual return | 5.43% | 17.81%-12.4pp | 590.58%-585.2pp | 26.06%-20.6pp |
| Employer contribution / active EE | $579 | $1,988-70.9% | $2,678-78.4% | $2,596-77.7% |
| Participant deferral / active EE | $1,528 | $2,961-48.4% | $3,976-61.6% | $4,274-64.2% |
| Admin fee / account holder | $580 | $4,132-86.0% | $6,100-90.5% | $7,775-92.5% |