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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 | $8,564 | $47,848-82.1% | $81,473-89.5% | $70,126-87.8% |
| Participation rate | 51.0% | 58.3%-7.3pp | 68.0%-17.0pp | 69.5%-18.6pp |
| Annual return | 10.52% | 27.25%-16.7pp | 38.78%-28.3pp | 73.15%-62.6pp |
| Employer contribution / active EE | $442 | $1,527-71.0% | $2,568-82.8% | $2,343-81.1% |
| Participant deferral / active EE | $1,112 | $2,453-54.7% | $3,537-68.6% | $3,332-66.6% |
| Admin fee / account holder | $1,038 | $3,145-67.0% | $4,561-77.2% | $4,645-77.7% |