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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 | $3,365 | $97,289-96.5% | $92,805-96.4% | $155,188-97.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 3.65% | 29.03%-25.4pp | 31.59%-27.9pp | 148.84%-145.2pp |
| Employer contribution / active EE | $430 | $3,632-88.2% | $3,424-87.4% | $4,248-89.9% |
| Participant deferral / active EE | $3,295 | $8,795-62.5% | $8,448-61.0% | $6,531-49.5% |
| Admin fee / account holder | $11,942 | $12,015-0.6% | $10,911+9.5% | $14,480-17.5% |