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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 | $5,246 | $48,327-89.1% | $67,575-92.2% | $80,935-93.5% |
| Participation rate | 27.0% | 66.4%-39.4pp | 72.9%-45.9pp | 67.7%-40.6pp |
| Annual return | 10.92% | 18.31%-7.4pp | 3528.98%-3518.1pp | 35.66%-24.7pp |
| Employer contribution / active EE | $693 | $2,022-65.7% | $2,736-74.7% | $2,757-74.8% |
| Participant deferral / active EE | $920 | $2,927-68.6% | $4,003-77.0% | $4,299-78.6% |
| Admin fee / account holder | $2,766 | $3,692-25.1% | $3,993-30.7% | $6,924-60.0% |