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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 | $10,704 | $48,078-77.7% | $78,676-86.4% | $62,881-83.0% |
| Participation rate | 30.1% | 65.2%-35.1pp | 73.6%-43.4pp | 69.3%-39.2pp |
| Annual return | 3.93% | 31.36%-27.4pp | 62.19%-58.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $223 | $2,015-88.9% | $2,850-92.2% | $2,281-90.2% |
| Participant deferral / active EE | $1,524 | $2,587-41.1% | $3,517-56.7% | $3,203-52.4% |
| Admin fee / account holder | $1,290 | $3,206-59.8% | $4,510-71.4% | $4,296-70.0% |