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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 | $1,228 | $37,446-96.7% | $77,513-98.4% | $79,852-98.5% |
| Participation rate | 41.9% | 41.5%+0.4pp | 54.2%-12.3pp | 69.6%-27.7pp |
| Annual return | 8.48% | 39.76%-31.3pp | 54.81%-46.3pp | 31.72%-23.2pp |
| Employer contribution / active EE | $227 | $637-64.3% | $987-76.9% | $2,471-90.8% |
| Participant deferral / active EE | $459 | $1,261-63.6% | $1,861-75.3% | $3,740-87.7% |
| Admin fee / account holder | $616 | $2,506-75.4% | $2,859-78.4% | $5,306-88.4% |