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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 | $7,676 | $99,345-92.3% | $84,753-90.9% | $273,972-97.2% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 1.30% | 22.93%-21.6pp | 22.78%-21.5pp | 41.46%-40.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,156 | $4,270-72.9% | $3,712-68.9% | $5,287-78.1% |
| Admin fee / account holder | $1,859 | $6,645-72.0% | $5,333-65.1% | $10,133-81.6% |