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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 | $10,704 | $106,247-89.9% | $96,515-88.9% | $139,466-92.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | -1.25% | 38.47%-39.7pp | 35.73%-37.0pp | 373.66%-374.9pp |
| Employer contribution / active EE | $1,390 | $4,106-66.2% | $3,740-62.8% | $4,754-70.8% |
| Participant deferral / active EE | $2,245 | $5,456-58.8% | $4,880-54.0% | $6,712-66.6% |
| Admin fee / account holder | $2,237 | $7,885-71.6% | $6,735-66.8% | $11,409-80.4% |