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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 | $5,758 | $75,541-92.4% | $152,093-96.2% | $82,637-93.0% |
| Participation rate | 47.2% | 66.5%-19.4pp | 77.8%-30.6pp | 68.1%-20.9pp |
| Annual return | 6.04% | 32.56%-26.5pp | 66.36%-60.3pp | 53.51%-47.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,013 | $3,206-68.4% | $5,451-81.4% | $4,126-75.5% |
| Admin fee / account holder | $9,782 | $6,405+52.7% | $14,497-32.5% | $7,339+33.3% |