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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 | $4,743 | $110,337-95.7% | $102,383-95.4% | $145,877-96.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 0.59% | 24.83%-24.2pp | 24.94%-24.3pp | 551.28%-550.7pp |
| Employer contribution / active EE | $2,799 | $4,216-33.6% | $3,870-27.7% | $4,663-40.0% |
| Participant deferral / active EE | $5,576 | $5,621-0.8% | $5,060+10.2% | $6,691-16.7% |
| Admin fee / account holder | $1,626 | $9,750-83.3% | $8,391-80.6% | $13,402-87.9% |