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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 | $14,115 | $185,312-92.4% | $161,489-91.3% | $154,746-90.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 1.70% | 103.84%-102.1pp | 89.72%-88.0pp | 172.34%-170.6pp |
| Employer contribution / active EE | $2,297 | $4,769-51.8% | $4,268-46.2% | $4,379-47.5% |
| Participant deferral / active EE | $4,333 | $6,350-31.8% | $5,630-23.0% | $6,730-35.6% |
| Admin fee / account holder | $1,714 | $18,654-90.8% | $16,006-89.3% | $14,365-88.1% |