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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 | $9,539 | $49,025-80.5% | $87,502-89.1% | $62,881-84.8% |
| Participation rate | 34.0% | 64.9%-30.9pp | 73.8%-39.8pp | 69.3%-35.3pp |
| Annual return | 2.98% | 10.02%-7.0pp | 12.21%-9.2pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $989 | $2,289-56.8% | $3,149-68.6% | $3,203-69.1% |
| Admin fee / account holder | $6,803 | $4,065+67.3% | $4,221+61.2% | $4,296+58.4% |