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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 | $4,787 | $81,504-94.1% | $102,437-95.3% | $80,959-94.1% |
| Participation rate | 63.3% | 66.9%-3.5pp | 74.5%-11.2pp | 67.7%-4.3pp |
| Annual return | 5.58% | 25.60%-20.0pp | 24.95%-19.4pp | 35.67%-30.1pp |
| Employer contribution / active EE | $981 | $3,104-68.4% | $3,871-74.6% | $2,757-64.4% |
| Participant deferral / active EE | $1,627 | $3,871-58.0% | $5,060-67.8% | $4,300-62.2% |
| Admin fee / account holder | $701 | $6,719-89.6% | $8,388-91.6% | $6,925-89.9% |