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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 | $7,459 | $57,061-86.9% | $85,063-91.2% | $80,911-90.8% |
| Participation rate | 47.4% | 56.3%-9.0pp | 67.5%-20.1pp | 67.6%-20.3pp |
| Annual return | 6.35% | 21.66%-15.3pp | 66.54%-60.2pp | 35.63%-29.3pp |
| Employer contribution / active EE | $619 | $1,799-65.6% | $2,727-77.3% | $2,756-77.5% |
| Participant deferral / active EE | $846 | $3,110-72.8% | $4,523-81.3% | $4,297-80.3% |
| Admin fee / account holder | $9,436 | $4,986+89.2% | $6,155+53.3% | $6,935+36.1% |