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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 | $13,153 | $56,894-76.9% | $84,753-84.5% | $62,881-79.1% |
| Participation rate | 64.7% | 68.5%-3.8pp | 76.6%-11.9pp | 69.3%-4.6pp |
| Annual return | 4.07% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $810 | $2,400-66.2% | $3,574-77.3% | $2,281-64.5% |
| Participant deferral / active EE | $1,695 | $2,709-37.5% | $3,712-54.3% | $3,203-47.1% |
| Admin fee / account holder | $1,774 | $3,581-50.5% | $5,333-66.7% | $4,296-58.7% |