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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 | $3,846 | $81,504-95.3% | $102,437-96.2% | $80,959-95.2% |
| Participation rate | 35.4% | 66.9%-31.5pp | 74.5%-39.1pp | 67.7%-32.3pp |
| Annual return | 2.38% | 25.60%-23.2pp | 24.95%-22.6pp | 35.67%-33.3pp |
| Employer contribution / active EE | $1,433 | $3,104-53.8% | $3,871-63.0% | $2,757-48.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $977 | $6,719-85.5% | $8,388-88.4% | $6,925-85.9% |