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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 | $6,298 | $71,215-91.2% | $93,696-93.3% | $80,935-92.2% |
| Participation rate | 28.0% | 60.4%-32.4pp | 68.7%-40.7pp | 67.7%-39.7pp |
| Annual return | 7.56% | 11.27%-3.7pp | 133.74%-126.2pp | 35.66%-28.1pp |
| Employer contribution / active EE | $737 | $1,565-52.9% | $2,422-69.6% | $2,757-73.3% |
| Participant deferral / active EE | $3,136 | $4,037-22.3% | $4,417-29.0% | $4,299-27.1% |
| Admin fee / account holder | $48,531 | $6,958+597.5% | $8,287+485.7% | $6,924+600.9% |