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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 | $3,726 | $57,073-93.5% | $85,126-95.6% | $80,925-95.4% |
| Participation rate | 55.6% | 56.4%-0.8pp | 67.5%-12.0pp | 67.7%-12.1pp |
| Annual return | 8.04% | 21.69%-13.7pp | 66.63%-58.6pp | 35.65%-27.6pp |
| Employer contribution / active EE | $303 | $1,801-83.2% | $2,731-88.9% | $2,756-89.0% |
| Participant deferral / active EE | $1,537 | $3,113-50.6% | $4,523-66.0% | $4,299-64.2% |
| Admin fee / account holder | $3,541 | $4,988-29.0% | $6,160-42.5% | $6,940-49.0% |