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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 | $7,142 | $49,249-85.5% | $70,476-89.9% | $79,852-91.1% |
| Participation rate | 38.6% | 69.2%-30.5pp | 75.1%-36.4pp | 69.6%-31.0pp |
| Annual return | 2.37% | 30.09%-27.7pp | 109.12%-106.7pp | 31.72%-29.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,107 | $2,769-60.0% | $3,710-70.2% | $3,740-70.4% |
| Admin fee / account holder | $310 | $2,878-89.2% | $3,847-91.9% | $5,306-94.2% |