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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 | $8,738 | $48,364-81.9% | $71,796-87.8% | $62,881-86.1% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | 1.21% | 13.16%-11.9pp | 78.04%-76.8pp | 20.14%-18.9pp |
| Employer contribution / active EE | $208 | $1,042-80.0% | $1,924-89.2% | $2,281-90.9% |
| Participant deferral / active EE | $1,316 | $2,091-37.1% | $2,794-52.9% | $3,203-58.9% |
| Admin fee / account holder | $6,343 | $3,771+68.2% | $4,815+31.7% | $4,296+47.7% |