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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 | $11,673 | $56,894-79.5% | $84,753-86.2% | $62,881-81.4% |
| Participation rate | 44.1% | 68.5%-24.4pp | 76.6%-32.5pp | 69.3%-25.2pp |
| Annual return | 0.05% | 6.30%-6.2pp | 22.78%-22.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $996 | $2,400-58.5% | $3,574-72.1% | $2,281-56.3% |
| Participant deferral / active EE | $1,280 | $2,709-52.8% | $3,712-65.5% | $3,203-60.0% |
| Admin fee / account holder | $356 | $3,581-90.1% | $5,333-93.3% | $4,296-91.7% |