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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 | $7,686 | $49,255-84.4% | $70,494-89.1% | $79,856-90.4% |
| Participation rate | 39.2% | 69.2%-29.9pp | 75.1%-35.8pp | 69.6%-30.4pp |
| Annual return | 5.30% | 30.10%-24.8pp | 109.16%-103.9pp | 31.71%-26.4pp |
| Employer contribution / active EE | $669 | $2,100-68.2% | $2,738-75.6% | $2,471-72.9% |
| Participant deferral / active EE | $1,580 | $2,768-42.9% | $3,711-57.4% | $3,741-57.8% |
| Admin fee / account holder | $1,405 | $2,879-51.2% | $3,848-63.5% | $5,306-73.5% |