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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 | $5,866 | $47,848-87.7% | $81,473-92.8% | $70,124-91.6% |
| Participation rate | 45.7% | 58.3%-12.6pp | 68.0%-22.2pp | 69.5%-23.8pp |
| Annual return | 12.78% | 27.25%-14.5pp | 38.78%-26.0pp | 73.14%-60.4pp |
| Employer contribution / active EE | $760 | $1,527-50.2% | $2,568-70.4% | $2,342-67.5% |
| Participant deferral / active EE | $1,361 | $2,453-44.5% | $3,537-61.5% | $3,332-59.1% |
| Admin fee / account holder | $887 | $3,145-71.8% | $4,561-80.5% | $4,645-80.9% |