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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 | $10,410 | $48,078-78.3% | $78,676-86.8% | $62,881-83.4% |
| Participation rate | 45.3% | 65.2%-19.9pp | 73.6%-28.3pp | 69.3%-24.0pp |
| Annual return | 3.88% | 31.36%-27.5pp | 62.19%-58.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $335 | $2,015-83.4% | $2,850-88.2% | $2,281-85.3% |
| Participant deferral / active EE | $1,463 | $2,587-43.5% | $3,517-58.4% | $3,203-54.3% |
| Admin fee / account holder | $10,658 | $3,206+232.4% | $4,510+136.3% | $4,296+148.1% |