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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 | $2,969 | $115,225-97.4% | $100,712-97.1% | $138,895-97.9% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 8.77% | 40.35%-31.6pp | 33.27%-24.5pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,224 | $2,771-55.8% | $2,313-47.1% | $4,194-70.8% |
| Participant deferral / active EE | $1,464 | $4,699-68.8% | $4,085-64.2% | $6,396-77.1% |
| Admin fee / account holder | $9,792 | $10,844-9.7% | $9,256+5.8% | $12,562-22.1% |