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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 | $7,933 | $72,486-89.1% | $87,103-90.9% | $72,976-89.1% |
| Participation rate | 28.9% | 72.8%-43.9pp | 76.9%-47.9pp | 69.5%-40.5pp |
| Annual return | 5.90% | 24.46%-18.6pp | 28.19%-22.3pp | 81.02%-75.1pp |
| Employer contribution / active EE | $850 | $1,894-55.1% | $2,521-66.3% | $2,440-65.2% |
| Participant deferral / active EE | $1,928 | $3,270-41.0% | $4,049-52.4% | $3,608-46.6% |
| Admin fee / account holder | $1,190 | $5,055-76.5% | $7,491-84.1% | $5,124-76.8% |