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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 | $58,848-94.6% | $88,179-96.4% | $82,637-96.1% |
| Participation rate | 24.2% | 57.9%-33.7pp | 69.1%-44.9pp | 68.1%-43.8pp |
| Annual return | 11.37% | 22.76%-11.4pp | 64.97%-53.6pp | 53.51%-42.1pp |
| Employer contribution / active EE | $388 | $1,678-76.9% | $2,549-84.8% | $2,552-84.8% |
| Participant deferral / active EE | $805 | $3,124-74.2% | $4,614-82.6% | $4,126-80.5% |
| Admin fee / account holder | $4,664 | $4,795-2.7% | $7,673-39.2% | $7,339-36.5% |