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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 | $5,420 | $32,037-83.1% | $69,182-92.2% | $62,881-91.4% |
| Participation rate | 60.0% | 43.4%+16.6pp | 55.1%+4.9pp | 69.3%-9.3pp |
| Annual return | 1.60% | 15.16%-13.6pp | -21.93%+23.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $206 | $679-69.7% | $1,206-82.9% | $2,281-91.0% |
| Participant deferral / active EE | $1,388 | $1,185+17.1% | $1,897-26.9% | $3,203-56.7% |
| Admin fee / account holder | $1,315 | $2,608-49.6% | $2,697-51.3% | $4,296-69.4% |