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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 | $5,016 | $77,416-93.5% | $69,464-92.8% | $152,897-96.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 3.74% | 39.08%-35.3pp | 28.98%-25.2pp | 345.43%-341.7pp |
| Employer contribution / active EE | $841 | $3,315-74.6% | $2,779-69.7% | $4,764-82.3% |
| Participant deferral / active EE | $1,396 | $4,413-68.4% | $3,536-60.5% | $5,851-76.1% |
| Admin fee / account holder | $2,900 | $6,208-53.3% | $3,840-24.5% | $11,599-75.0% |