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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 | $4,397 | $58,848-92.5% | $88,179-95.0% | $82,637-94.7% |
| Participation rate | 18.9% | 57.9%-39.0pp | 69.1%-50.2pp | 68.1%-49.1pp |
| Annual return | 12.72% | 22.76%-10.0pp | 64.97%-52.3pp | 53.51%-40.8pp |
| Employer contribution / active EE | $462 | $1,678-72.5% | $2,549-81.9% | $2,552-81.9% |
| Participant deferral / active EE | $1,960 | $3,124-37.3% | $4,614-57.5% | $4,126-52.5% |
| Admin fee / account holder | $91,548 | $4,795+1809.1% | $7,673+1093.1% | $7,339+1147.4% |