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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 | $3,186 | $57,590-94.5% | $86,233-96.3% | $82,448-96.1% |
| Participation rate | 24.2% | 57.9%-33.6pp | 69.0%-44.8pp | 68.1%-43.8pp |
| Annual return | 11.37% | 22.41%-11.0pp | 61.39%-50.0pp | 41.64%-30.3pp |
| Employer contribution / active EE | $388 | $1,655-76.6% | $2,504-84.5% | $2,551-84.8% |
| Participant deferral / active EE | $805 | $3,080-73.9% | $4,559-82.3% | $4,139-80.6% |
| Admin fee / account holder | $4,664 | $4,730-1.4% | $8,342-44.1% | $7,234-35.5% |