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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 | $9,899 | $86,949-88.6% | $102,460-90.3% | $80,959-87.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 2.20% | 18.89%-16.7pp | 29.47%-27.3pp | 35.67%-33.5pp |
| Employer contribution / active EE | $1,800 | $2,370-24.1% | $3,025-40.5% | $2,757-34.7% |
| Participant deferral / active EE | $3,372 | $4,121-18.2% | $5,056-33.3% | $4,300-21.6% |
| Admin fee / account holder | $705 | $8,048-91.2% | $9,460-92.5% | $6,925-89.8% |