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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 | $13,077 | $56,894-77.0% | $84,753-84.6% | $62,881-79.2% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 3.68% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,043 | $2,400-56.5% | $3,574-70.8% | $2,281-54.3% |
| Participant deferral / active EE | $1,059 | $2,709-60.9% | $3,712-71.5% | $3,203-66.9% |
| Admin fee / account holder | $367 | $3,581-89.7% | $5,333-93.1% | $4,296-91.5% |