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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 | $81,331-91.9% | $155,534-95.7% | $80,935-91.8% |
| Participation rate | 35.5% | 66.3%-30.7pp | 78.2%-42.7pp | 67.7%-32.1pp |
| Annual return | 9.55% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $810 | $3,105-73.9% | $4,675-82.7% | $2,757-70.6% |
| Participant deferral / active EE | $1,238 | $3,454-64.2% | $5,630-78.0% | $4,299-71.2% |
| Admin fee / account holder | $1,947 | $7,999-75.7% | $15,900-87.8% | $6,924-71.9% |