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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 | $17,746 | $136,860-87.0% | $120,344-85.3% | $154,746-88.5% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 3.41% | 21.38%-18.0pp | 20.30%-16.9pp | 172.34%-168.9pp |
| Employer contribution / active EE | $937 | $3,533-73.5% | $3,020-69.0% | $4,379-78.6% |
| Participant deferral / active EE | $2,343 | $5,793-59.6% | $5,135-54.4% | $6,730-65.2% |
| Admin fee / account holder | $16,349 | $15,393+6.2% | $12,742+28.3% | $14,365+13.8% |