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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 | $6,730 | $81,487-91.7% | $102,412-93.4% | $80,935-91.7% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 2.89% | 25.60%-22.7pp | 24.94%-22.0pp | 35.66%-32.8pp |
| Employer contribution / active EE | $1,437 | $3,103-53.7% | $3,870-62.9% | $2,757-47.9% |
| Participant deferral / active EE | $2,428 | $3,871-37.3% | $5,060-52.0% | $4,299-43.5% |
| Admin fee / account holder | $2,034 | $6,717-69.7% | $8,388-75.7% | $6,924-70.6% |