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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 | $8,915 | $41,377-78.5% | $109,313-91.8% | $62,881-85.8% |
| Participation rate | 54.5% | 57.5%-3.0pp | 71.3%-16.7pp | 69.3%-14.8pp |
| Annual return | 2.98% | 11.05%-8.1pp | 22.07%-19.1pp | 20.14%-17.2pp |
| Employer contribution / active EE | $2,187 | $1,276+71.4% | $3,892-43.8% | $2,281-4.1% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $312 | $2,884-89.2% | $5,666-94.5% | $4,296-92.7% |