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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 | $4,458 | $81,276-94.5% | $155,574-97.1% | $80,925-94.5% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.7%-1.0pp |
| Annual return | 9.40% | 33.36%-24.0pp | 64.87%-55.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,029 | $3,453-70.2% | $5,629-81.7% | $4,299-76.1% |
| Admin fee / account holder | $735 | $7,993-90.8% | $15,914-95.4% | $6,940-89.4% |