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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 | $8,476 | $43,075-80.3% | $74,577-88.6% | $62,881-86.5% |
| Participation rate | 44.4% | 58.1%-13.6pp | 68.1%-23.7pp | 69.3%-24.9pp |
| Annual return | 4.91% | 17.50%-12.6pp | 20.47%-15.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $421 | $1,498-71.9% | $2,525-83.3% | $2,281-81.5% |
| Participant deferral / active EE | $1,027 | $2,389-57.0% | $3,458-70.3% | $3,203-67.9% |
| Admin fee / account holder | $2,468 | $2,840-13.1% | $4,138-40.4% | $4,296-42.6% |