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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 | $5,806 | $78,015-92.6% | $178,505-96.7% | $80,959-92.8% |
| Participation rate | 39.5% | 65.7%-26.2pp | 77.1%-37.6pp | 67.7%-28.2pp |
| Annual return | 9.68% | 18.10%-8.4pp | 27.16%-17.5pp | 35.67%-26.0pp |
| Employer contribution / active EE | $635 | $2,281-72.2% | $3,955-83.9% | $2,757-77.0% |
| Participant deferral / active EE | $1,632 | $4,406-63.0% | $6,280-74.0% | $4,300-62.0% |
| Admin fee / account holder | $2,187 | $7,160-69.5% | $10,428-79.0% | $6,925-68.4% |