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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 | $9,157 | $76,834-88.1% | $108,359-91.5% | $87,485-89.5% |
| Participation rate | 41.9% | 61.7%-19.8pp | 70.1%-28.2pp | 68.9%-27.0pp |
| Annual return | 11.39% | 19.09%-7.7pp | 36.89%-25.5pp | 26.06%-14.7pp |
| Employer contribution / active EE | $710 | $1,556-54.4% | $2,399-70.4% | $2,596-72.6% |
| Participant deferral / active EE | $1,690 | $3,100-45.5% | $4,137-59.1% | $4,274-60.4% |
| Admin fee / account holder | $3,415 | $6,537-47.8% | $9,741-64.9% | $7,775-56.1% |