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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 | $5,653 | $77,901-92.7% | $149,717-96.2% | $75,181-92.5% |
| Participation rate | 53.6% | 65.6%-12.0pp | 78.8%-25.2pp | 67.2%-13.6pp |
| Annual return | 10.81% | 31.73%-20.9pp | 134.41%-123.6pp | 160.69%-149.9pp |
| Employer contribution / active EE | $527 | $3,137-83.2% | $4,820-89.1% | $2,671-80.3% |
| Participant deferral / active EE | $1,327 | $3,411-61.1% | $5,682-76.6% | $4,126-67.8% |
| Admin fee / account holder | $5,527 | $5,949-7.1% | $13,213-58.2% | $5,650-2.2% |