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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 | $12,047 | $78,027-84.6% | $178,528-93.3% | $80,925-85.1% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.2pp | 67.7%-24.8pp |
| Annual return | 5.95% | 18.09%-12.1pp | 27.11%-21.2pp | 35.65%-29.7pp |
| Employer contribution / active EE | $538 | $2,281-76.4% | $3,950-86.4% | $2,756-80.5% |
| Participant deferral / active EE | $1,775 | $4,408-59.7% | $6,278-71.7% | $4,299-58.7% |
| Admin fee / account holder | $1,308 | $7,168-81.8% | $10,419-87.4% | $6,940-81.2% |