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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 | $4,598 | $78,015-94.1% | $178,505-97.4% | $80,959-94.3% |
| Participation rate | 57.1% | 65.7%-8.5pp | 77.1%-20.0pp | 67.7%-10.5pp |
| Annual return | 5.21% | 18.10%-12.9pp | 27.16%-22.0pp | 35.67%-30.5pp |
| Employer contribution / active EE | $677 | $2,281-70.3% | $3,955-82.9% | $2,757-75.4% |
| Participant deferral / active EE | $1,438 | $4,406-67.4% | $6,280-77.1% | $4,300-66.6% |
| Admin fee / account holder | $10,538 | $7,160+47.2% | $10,428+1.1% | $6,925+52.2% |