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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 | $8,455 | $81,358-89.6% | $155,556-94.6% | $80,959-89.6% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 9.40% | 33.39%-24.0pp | 64.84%-55.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $383 | $3,106-87.7% | $4,675-91.8% | $2,757-86.1% |
| Participant deferral / active EE | $1,899 | $3,455-45.0% | $5,631-66.3% | $4,300-55.8% |
| Admin fee / account holder | $5,744 | $7,994-28.1% | $15,885-63.8% | $6,925-17.1% |