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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 | $3,391 | $99,345-96.6% | $84,753-96.0% | $273,972-98.8% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 1.77% | 22.93%-21.2pp | 22.78%-21.0pp | 41.46%-39.7pp |
| Employer contribution / active EE | $12,643 | $4,214+200.0% | $3,574+253.7% | $4,869+159.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,918 | $6,645+49.2% | $5,333+86.0% | $10,133-2.1% |