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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 | $5,631 | $47,848-88.2% | $81,473-93.1% | $70,126-92.0% |
| Participation rate | 15.1% | 58.3%-43.2pp | 68.0%-52.9pp | 69.5%-54.5pp |
| Annual return | 11.42% | 27.25%-15.8pp | 38.78%-27.4pp | 73.15%-61.7pp |
| Employer contribution / active EE | $230 | $1,527-85.0% | $2,568-91.1% | $2,343-90.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $708 | $3,145-77.5% | $4,561-84.5% | $4,645-84.8% |