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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 | $3,357 | $73,978-95.5% | $96,515-96.5% | $75,173-95.5% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 6.70% | 26.72%-20.0pp | 35.73%-29.0pp | 160.72%-154.0pp |
| Employer contribution / active EE | $3,114 | $2,931+6.3% | $3,740-16.7% | $2,671+16.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,836 | $5,219+11.8% | $6,735-13.3% | $5,651+3.3% |