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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 | $10,454 | $71,230-85.3% | $93,727-88.8% | $80,959-87.1% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.7%-27.2pp |
| Annual return | 8.39% | 11.26%-2.9pp | 133.83%-125.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $744 | $1,565-52.5% | $2,421-69.3% | $2,757-73.0% |
| Participant deferral / active EE | $1,623 | $4,037-59.8% | $4,417-63.2% | $4,300-62.3% |
| Admin fee / account holder | $4,403 | $6,961-36.7% | $8,292-46.9% | $6,925-36.4% |