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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 | $5,606 | $52,306-89.3% | $69,779-92.0% | $62,881-91.1% |
| Participation rate | 60.7% | 67.2%-6.5pp | 71.8%-11.1pp | 69.3%-8.6pp |
| Annual return | 0.25% | 13.35%-13.1pp | 12.99%-12.7pp | 20.14%-19.9pp |
| Employer contribution / active EE | $857 | $1,799-52.4% | $2,338-63.3% | $2,281-62.4% |
| Participant deferral / active EE | $1,417 | $2,395-40.8% | $2,931-51.7% | $3,203-55.8% |
| Admin fee / account holder | $558 | $3,691-84.9% | $4,381-87.3% | $4,296-87.0% |