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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 | $5,223 | $90,486-94.2% | $78,676-93.4% | $273,972-98.1% |
| Participation rate | 40.9% | 76.5%-35.6pp | 73.6%-32.7pp | 83.0%-42.1pp |
| Annual return | 1.27% | 75.62%-74.3pp | 62.19%-60.9pp | 41.46%-40.2pp |
| Employer contribution / active EE | $435 | $3,175-86.3% | $2,850-84.7% | $4,869-91.1% |
| Participant deferral / active EE | $862 | $3,901-77.9% | $3,517-75.5% | $5,287-83.7% |
| Admin fee / account holder | $337 | $5,263-93.6% | $4,510-92.5% | $10,133-96.7% |