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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 | $14,370 | $41,377-65.3% | $109,313-86.9% | $62,881-77.1% |
| Participation rate | 49.1% | 57.5%-8.5pp | 71.3%-22.2pp | 69.3%-20.2pp |
| Annual return | 0.66% | 11.05%-10.4pp | 22.07%-21.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $415 | $1,276-67.5% | $3,892-89.3% | $2,281-81.8% |
| Participant deferral / active EE | $1,544 | $2,045-24.5% | $3,166-51.2% | $3,203-51.8% |
| Admin fee / account holder | $538 | $2,884-81.3% | $5,666-90.5% | $4,296-87.5% |