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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 | $110,410-95.7% | $102,437-95.4% | $145,897-96.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 0.59% | 24.85%-24.3pp | 24.95%-24.4pp | 552.29%-551.7pp |
| Employer contribution / active EE | $2,799 | $4,217-33.6% | $3,871-27.7% | $4,663-40.0% |
| Participant deferral / active EE | $5,576 | $5,622-0.8% | $5,060+10.2% | $6,689-16.6% |
| Admin fee / account holder | $1,626 | $9,745-83.3% | $8,388-80.6% | $13,390-87.9% |