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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 | $3,478 | $136,860-97.5% | $120,344-97.1% | $154,746-97.8% |
| Participation rate | 12.5% | 79.9%-67.4pp | 76.7%-64.2pp | 80.7%-68.2pp |
| Annual return | 7.66% | 21.38%-13.7pp | 20.30%-12.6pp | 172.34%-164.7pp |
| Employer contribution / active EE | $1,254 | $3,533-64.5% | $3,020-58.5% | $4,379-71.4% |
| Participant deferral / active EE | $2,070 | $5,793-64.3% | $5,135-59.7% | $6,730-69.2% |
| Admin fee / account holder | $38,600 | $15,393+150.8% | $12,742+202.9% | $14,365+168.7% |