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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 | $5,525 | $60,442-90.9% | $96,754-94.3% | $87,485-93.7% |
| Participation rate | 31.3% | 58.7%-27.5pp | 70.3%-39.0pp | 68.9%-37.7pp |
| Annual return | 10.99% | 21.97%-11.0pp | 82.04%-71.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $408 | $1,691-75.9% | $2,679-84.8% | $2,596-84.3% |
| Participant deferral / active EE | $1,072 | $3,280-67.3% | $4,758-77.5% | $4,274-74.9% |
| Admin fee / account holder | $3,110 | $5,069-38.6% | $8,905-65.1% | $7,775-60.0% |