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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 | $58,057-94.5% | $97,032-96.7% | $86,983-96.3% |
| Participation rate | 24.2% | 60.4%-36.1pp | 71.6%-47.3pp | 69.5%-45.3pp |
| Annual return | 11.37% | 22.26%-10.9pp | 35.38%-24.0pp | 25.83%-14.5pp |
| Employer contribution / active EE | $388 | $1,663-76.7% | $2,629-85.3% | $2,584-85.0% |
| Participant deferral / active EE | $805 | $3,244-75.2% | $4,672-82.8% | $4,194-80.8% |
| Admin fee / account holder | $4,664 | $4,839-3.6% | $9,418-50.5% | $7,856-40.6% |