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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 | $5,609 | $141,004-96.0% | $112,273-95.0% | $139,466-96.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 3.21% | 32.75%-29.5pp | 30.23%-27.0pp | 373.66%-370.5pp |
| Employer contribution / active EE | $1,681 | $4,285-60.8% | $3,431-51.0% | $4,754-64.6% |
| Participant deferral / active EE | $1,773 | $5,878-69.8% | $4,800-63.1% | $6,712-73.6% |
| Admin fee / account holder | $2,722 | $9,959-72.7% | $7,752-64.9% | $11,409-76.1% |