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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 | $17,388 | $71,230-75.6% | $93,727-81.4% | $80,959-78.5% |
| Participation rate | 46.7% | 60.4%-13.7pp | 68.7%-22.0pp | 67.7%-21.0pp |
| Annual return | 8.09% | 11.26%-3.2pp | 133.83%-125.7pp | 35.67%-27.6pp |
| Employer contribution / active EE | $491 | $1,565-68.6% | $2,421-79.7% | $2,757-82.2% |
| Participant deferral / active EE | $2,075 | $4,037-48.6% | $4,417-53.0% | $4,300-51.8% |
| Admin fee / account holder | $4,161 | $6,961-40.2% | $8,292-49.8% | $6,925-39.9% |