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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 | $81,331-94.1% | $155,534-96.9% | $80,935-94.0% |
| Participation rate | 50.6% | 66.3%-15.7pp | 78.2%-27.6pp | 67.7%-17.1pp |
| Annual return | 8.59% | 33.37%-24.8pp | 64.92%-56.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $556 | $3,105-82.1% | $4,675-88.1% | $2,757-79.8% |
| Participant deferral / active EE | $1,394 | $3,454-59.6% | $5,630-75.2% | $4,299-67.6% |
| Admin fee / account holder | $867 | $7,999-89.2% | $15,900-94.5% | $6,924-87.5% |