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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 | $7,093 | $45,082-84.3% | $69,464-89.8% | $72,975-90.3% |
| Participation rate | 44.4% | 68.5%-24.0pp | 74.6%-30.2pp | 69.5%-25.0pp |
| Annual return | 3.27% | 22.66%-19.4pp | 28.98%-25.7pp | 81.01%-77.7pp |
| Employer contribution / active EE | $465 | $2,055-77.4% | $2,779-83.3% | $2,440-81.0% |
| Participant deferral / active EE | $830 | $2,604-68.1% | $3,536-76.5% | $3,608-77.0% |
| Admin fee / account holder | $2,536 | $3,057-17.0% | $3,840-34.0% | $5,124-50.5% |