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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 | $10,937 | $49,025-77.7% | $87,502-87.5% | $62,881-82.6% |
| Participation rate | 63.8% | 64.9%-1.1pp | 73.8%-10.1pp | 69.3%-5.5pp |
| Annual return | 3.05% | 10.02%-7.0pp | 12.21%-9.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $441 | $1,372-67.8% | $2,550-82.7% | $2,281-80.7% |
| Participant deferral / active EE | $1,015 | $2,289-55.7% | $3,149-67.8% | $3,203-68.3% |
| Admin fee / account holder | $1,392 | $4,065-65.8% | $4,221-67.0% | $4,296-67.6% |