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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 | $8,897 | $43,075-79.3% | $74,577-88.1% | $62,881-85.9% |
| Participation rate | 34.8% | 58.1%-23.3pp | 68.1%-33.3pp | 69.3%-34.5pp |
| Annual return | 4.17% | 17.50%-13.3pp | 20.47%-16.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $598 | $1,498-60.1% | $2,525-76.3% | $2,281-73.8% |
| Participant deferral / active EE | $2,270 | $2,389-5.0% | $3,458-34.4% | $3,203-29.1% |
| Admin fee / account holder | $2,483 | $2,840-12.6% | $4,138-40.0% | $4,296-42.2% |