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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 | $10,477 | $55,684-81.2% | $75,900-86.2% | $72,976-85.6% |
| Participation rate | 27.9% | 61.1%-33.2pp | 69.3%-41.4pp | 69.5%-41.6pp |
| Annual return | 8.43% | 27.60%-19.2pp | 30.73%-22.3pp | 81.02%-72.6pp |
| Employer contribution / active EE | $528 | $1,687-68.7% | $2,501-78.9% | $2,440-78.3% |
| Participant deferral / active EE | $1,279 | $2,634-51.5% | $3,604-64.5% | $3,608-64.6% |
| Admin fee / account holder | $2,139 | $3,981-46.3% | $5,421-60.5% | $5,124-58.3% |