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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 | $6,801 | $78,690-91.4% | $161,489-95.8% | $87,485-92.2% |
| Participation rate | 53.6% | 67.5%-13.9pp | 78.7%-25.1pp | 68.9%-15.4pp |
| Annual return | 11.18% | 32.74%-21.6pp | 89.72%-78.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $504 | $2,588-80.5% | $4,268-88.2% | $2,596-80.6% |
| Participant deferral / active EE | $1,008 | $3,311-69.6% | $5,630-82.1% | $4,274-76.4% |
| Admin fee / account holder | $2,551 | $6,724-62.1% | $16,006-84.1% | $7,775-67.2% |