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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 | $13,541 | $56,894-76.2% | $84,753-84.0% | $62,881-78.5% |
| Participation rate | 38.5% | 68.5%-30.1pp | 76.6%-38.1pp | 69.3%-30.8pp |
| Annual return | 1.32% | 6.30%-5.0pp | 22.78%-21.5pp | 20.14%-18.8pp |
| Employer contribution / active EE | $459 | $2,400-80.9% | $3,574-87.2% | $2,281-79.9% |
| Participant deferral / active EE | $1,291 | $2,709-52.3% | $3,712-65.2% | $3,203-59.7% |
| Admin fee / account holder | $717 | $3,581-80.0% | $5,333-86.5% | $4,296-83.3% |