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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 | $11,424 | $181,896-93.7% | $156,551-92.7% | $273,972-95.8% |
| Participation rate | 61.5% | 88.4%-26.8pp | 84.0%-22.5pp | 83.0%-21.5pp |
| Annual return | 1.06% | 30.74%-29.7pp | 32.23%-31.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $1,747 | $6,248-72.0% | $5,501-68.2% | $4,869-64.1% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,597 | $15,560-89.7% | $13,028-87.7% | $10,133-84.2% |