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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 | $15,106 | $86,949-82.6% | $102,460-85.3% | $80,959-81.3% |
| Participation rate | 56.0% | 72.4%-16.4pp | 76.5%-20.5pp | 67.7%-11.7pp |
| Annual return | 8.99% | 18.89%-9.9pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $980 | $2,370-58.6% | $3,025-67.6% | $2,757-64.5% |
| Participant deferral / active EE | $2,045 | $4,121-50.4% | $5,056-59.6% | $4,300-52.4% |
| Admin fee / account holder | $693 | $8,048-91.4% | $9,460-92.7% | $6,925-90.0% |