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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 | $15,162 | $99,345-84.7% | $84,753-82.1% | $273,972-94.5% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | -0.61% | 22.93%-23.5pp | 22.78%-23.4pp | 41.46%-42.1pp |
| Employer contribution / active EE | $2,724 | $4,214-35.4% | $3,574-23.8% | $4,869-44.1% |
| Participant deferral / active EE | $2,644 | $4,270-38.1% | $3,712-28.8% | $5,287-50.0% |
| Admin fee / account holder | $1,378 | $6,645-79.3% | $5,333-74.2% | $10,133-86.4% |