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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 | $5,501 | $110,337-95.0% | $102,383-94.6% | $145,877-96.2% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 8.36% | 24.83%-16.5pp | 24.94%-16.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,539 | $4,216-63.5% | $3,870-60.2% | $4,663-67.0% |
| Participant deferral / active EE | $2,476 | $5,621-55.9% | $5,060-51.1% | $6,691-63.0% |
| Admin fee / account holder | $465 | $9,750-95.2% | $8,391-94.5% | $13,402-96.5% |