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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 | $10,184 | $77,638-86.9% | $156,551-93.5% | $62,881-83.8% |
| Participation rate | 36.1% | 71.2%-35.1pp | 84.0%-47.9pp | 69.3%-33.2pp |
| Annual return | 3.14% | 50.33%-47.2pp | 32.23%-29.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $561 | $3,444-83.7% | $5,501-89.8% | $2,281-75.4% |
| Participant deferral / active EE | $1,454 | $3,046-52.2% | $4,871-70.1% | $3,203-54.6% |
| Admin fee / account holder | $3,739 | $5,561-32.8% | $13,028-71.3% | $4,296-12.9% |