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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 | $6,624 | $81,233-91.8% | $155,567-95.7% | $80,874-91.8% |
| Participation rate | 35.5% | 66.2%-30.7pp | 78.2%-42.7pp | 67.6%-32.1pp |
| Annual return | 9.55% | 33.33%-23.8pp | 64.74%-55.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $810 | $3,101-73.9% | $4,674-82.7% | $2,756-70.6% |
| Participant deferral / active EE | $1,238 | $3,452-64.1% | $5,628-78.0% | $4,297-71.2% |
| Admin fee / account holder | $1,947 | $7,998-75.7% | $15,916-87.8% | $6,935-71.9% |