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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 | $5,312 | $78,707-93.3% | $117,861-95.5% | $70,126-92.4% |
| Participation rate | 62.1% | 73.2%-11.1pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 3.64% | 23.30%-19.7pp | 335.11%-331.5pp | 73.15%-69.5pp |
| Employer contribution / active EE | $504 | $2,223-77.3% | $3,786-86.7% | $2,343-78.5% |
| Participant deferral / active EE | $1,568 | $3,297-52.5% | $4,482-65.0% | $3,332-52.9% |
| Admin fee / account holder | $655 | $5,066-87.1% | $8,021-91.8% | $4,645-85.9% |