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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 | $11,033 | $78,682-86.0% | $109,188-89.9% | $85,851-87.1% |
| Participation rate | 55.8% | 68.3%-12.5pp | 75.9%-20.1pp | 69.3%-13.6pp |
| Annual return | 1.38% | 25.09%-23.7pp | 25.76%-24.4pp | 318.63%-317.3pp |
| Employer contribution / active EE | $1,254 | $2,734-54.1% | $3,723-66.3% | $2,565-51.1% |
| Participant deferral / active EE | $1,640 | $3,468-52.7% | $4,654-64.8% | $3,952-58.5% |
| Admin fee / account holder | $2,133 | $5,470-61.0% | $6,755-68.4% | $6,261-65.9% |