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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 | $35,142 | $97,550-64.0% | $120,344-70.8% | $87,485-59.8% |
| Participation rate | 55.3% | 72.8%-17.6pp | 76.7%-21.4pp | 68.9%-13.7pp |
| Annual return | 6.97% | 18.41%-11.4pp | 20.30%-13.3pp | 26.06%-19.1pp |
| Employer contribution / active EE | $773 | $2,291-66.3% | $3,020-74.4% | $2,596-70.2% |
| Participant deferral / active EE | $1,996 | $4,230-52.8% | $5,135-61.1% | $4,274-53.3% |
| Admin fee / account holder | $6,969 | $9,543-27.0% | $12,742-45.3% | $7,775-10.4% |