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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 | $8,904 | $78,690-88.7% | $161,489-94.5% | $87,485-89.8% |
| Participation rate | 46.5% | 67.5%-21.0pp | 78.7%-32.2pp | 68.9%-22.4pp |
| Annual return | 11.20% | 32.74%-21.5pp | 89.72%-78.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $909 | $2,588-64.9% | $4,268-78.7% | $2,596-65.0% |
| Participant deferral / active EE | $1,681 | $3,311-49.2% | $5,630-70.1% | $4,274-60.7% |
| Admin fee / account holder | $1,228 | $6,724-81.7% | $16,006-92.3% | $7,775-84.2% |