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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 | $11,426 | $69,590-83.6% | $136,867-91.7% | $94,015-87.8% |
| Participation rate | 62.5% | 66.3%-3.8pp | 74.5%-12.0pp | 70.8%-8.3pp |
| Annual return | 9.72% | 19.62%-9.9pp | 42.97%-33.3pp | 17.84%-8.1pp |
| Employer contribution / active EE | $352 | $2,396-85.3% | $3,547-90.1% | $2,790-87.4% |
| Participant deferral / active EE | $1,271 | $3,437-63.0% | $4,924-74.2% | $4,249-70.1% |
| Admin fee / account holder | $751 | $8,912-91.6% | $10,340-92.7% | $8,951-91.6% |