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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 | $8,192 | $81,504-89.9% | $102,437-92.0% | $80,959-89.9% |
| Participation rate | 67.9% | 66.9%+1.0pp | 74.5%-6.7pp | 67.7%+0.2pp |
| Annual return | 2.73% | 25.60%-22.9pp | 24.95%-22.2pp | 35.67%-32.9pp |
| Employer contribution / active EE | $2,644 | $3,104-14.8% | $3,871-31.7% | $2,757-4.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,953 | $6,719-41.2% | $8,388-52.9% | $6,925-42.9% |