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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 | $7,967 | $81,276-90.2% | $155,574-94.9% | $80,925-90.2% |
| Participation rate | 32.5% | 66.2%-33.7pp | 78.2%-45.7pp | 67.7%-35.2pp |
| Annual return | 8.62% | 33.36%-24.7pp | 64.87%-56.2pp | 35.65%-27.0pp |
| Employer contribution / active EE | $715 | $3,103-77.0% | $4,676-84.7% | $2,756-74.1% |
| Participant deferral / active EE | $1,925 | $3,453-44.3% | $5,629-65.8% | $4,299-55.2% |
| Admin fee / account holder | $580 | $7,993-92.7% | $15,914-96.4% | $6,940-91.6% |