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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 | $13,593 | $99,345-86.3% | $84,753-84.0% | $273,972-95.0% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 0.53% | 22.93%-22.4pp | 22.78%-22.3pp | 41.46%-40.9pp |
| Employer contribution / active EE | $3,440 | $4,214-18.4% | $3,574-3.8% | $4,869-29.3% |
| Participant deferral / active EE | $1,767 | $4,270-58.6% | $3,712-52.4% | $5,287-66.6% |
| Admin fee / account holder | $4,724 | $6,645-28.9% | $5,333-11.4% | $10,133-53.4% |