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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 | $6,431 | $35,183-81.7% | $73,550-91.3% | $70,126-90.8% |
| Participation rate | 37.8% | 42.9%-5.2pp | 54.9%-17.1pp | 69.5%-31.8pp |
| Annual return | 9.32% | 26.90%-17.6pp | -15.16%+24.5pp | 73.15%-63.8pp |
| Employer contribution / active EE | $357 | $709-49.7% | $1,219-70.7% | $2,343-84.8% |
| Participant deferral / active EE | $976 | $1,220-20.0% | $1,804-45.9% | $3,332-70.7% |
| Admin fee / account holder | $643 | $2,302-72.1% | $2,320-72.3% | $4,645-86.2% |