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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 | $5,454 | $51,606-89.4% | $129,339-95.8% | $80,911-93.3% |
| Participation rate | 42.3% | 57.0%-14.7pp | 69.6%-27.3pp | 67.6%-25.3pp |
| Annual return | 7.78% | 20.76%-13.0pp | 9437.05%-9429.3pp | 35.63%-27.8pp |
| Employer contribution / active EE | $461 | $1,582-70.8% | $4,154-88.9% | $2,756-83.3% |
| Participant deferral / active EE | $749 | $2,669-71.9% | $4,170-82.0% | $4,297-82.6% |
| Admin fee / account holder | $1,470 | $4,310-65.9% | $7,668-80.8% | $6,935-78.8% |