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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 | $19,174 | $58,493-67.2% | $84,021-77.2% | $72,975-73.7% |
| Participation rate | 39.2% | 61.2%-22.1pp | 69.0%-29.8pp | 69.5%-30.3pp |
| Annual return | 4.20% | 28.93%-24.7pp | 71.32%-67.1pp | 81.01%-76.8pp |
| Employer contribution / active EE | $277 | $1,163-76.1% | $1,984-86.0% | $2,440-88.6% |
| Participant deferral / active EE | $1,127 | $2,394-52.9% | $3,239-65.2% | $3,608-68.8% |
| Admin fee / account holder | $3,767 | $4,569-17.5% | $6,102-38.3% | $5,124-26.5% |