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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 | $11,091 | $63,949-82.7% | $129,031-91.4% | $94,015-88.2% |
| Participation rate | 35.6% | 63.4%-27.9pp | 73.4%-37.8pp | 70.8%-35.3pp |
| Annual return | 6.09% | 17.56%-11.5pp | 34.67%-28.6pp | 17.84%-11.8pp |
| Employer contribution / active EE | $721 | $1,865-61.3% | $3,226-77.6% | $2,790-74.2% |
| Participant deferral / active EE | $1,399 | $3,686-62.0% | $5,217-73.2% | $4,249-67.1% |
| Admin fee / account holder | $38,904 | $5,523+604.3% | $13,208+194.5% | $8,951+334.6% |