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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 | $5,231 | $48,118-89.1% | $136,833-96.2% | $94,015-94.4% |
| Participation rate | 13.9% | 47.4%-33.5pp | 59.0%-45.1pp | 70.8%-56.9pp |
| Annual return | 6.69% | 14.65%-8.0pp | 35.32%-28.6pp | 17.84%-11.2pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $577 | $1,651-65.0% | $2,441-76.3% | $4,249-86.4% |
| Admin fee / account holder | $2,566 | $3,059-16.1% | $4,706-45.5% | $8,951-71.3% |