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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 | $35,857 | $254,759-85.9% | $216,567-83.4% | $198,609-81.9% |
| Participation rate | 69.2% | 84.5%-15.3pp | 81.6%-12.4pp | 82.4%-13.1pp |
| Annual return | 3.37% | 10.04%-6.7pp | 12.94%-9.6pp | 202.70%-199.3pp |
| Employer contribution / active EE | $1,701 | $6,096-72.1% | $5,216-67.4% | $5,055-66.4% |
| Participant deferral / active EE | $5,827 | $6,948-16.1% | $6,191-5.9% | $6,977-16.5% |
| Admin fee / account holder | $3,359 | $26,311-87.2% | $21,981-84.7% | $19,030-82.4% |