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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 | $4,818 | $81,276-94.1% | $155,574-96.9% | $80,925-94.0% |
| Participation rate | 50.6% | 66.2%-15.7pp | 78.2%-27.6pp | 67.7%-17.1pp |
| Annual return | 8.59% | 33.36%-24.8pp | 64.87%-56.3pp | 35.65%-27.1pp |
| Employer contribution / active EE | $556 | $3,103-82.1% | $4,676-88.1% | $2,756-79.8% |
| Participant deferral / active EE | $1,394 | $3,453-59.6% | $5,629-75.2% | $4,299-67.6% |
| Admin fee / account holder | $867 | $7,993-89.1% | $15,914-94.6% | $6,940-87.5% |