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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 | $21,081 | $73,981-71.5% | $105,754-80.1% | $62,881-66.5% |
| Participation rate | 51.7% | 71.7%-20.0pp | 78.9%-27.2pp | 69.3%-17.6pp |
| Annual return | 0.17% | 17.60%-17.4pp | 12.25%-12.1pp | 20.14%-20.0pp |
| Employer contribution / active EE | $655 | $2,856-77.1% | $4,079-83.9% | $2,281-71.3% |
| Participant deferral / active EE | $2,279 | $4,038-43.6% | $5,326-57.2% | $3,203-28.8% |
| Admin fee / account holder | $3,223 | $5,976-46.1% | $8,309-61.2% | $4,296-25.0% |