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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 | $4,839 | $85,171-94.3% | $172,753-97.2% | $72,976-93.4% |
| Participation rate | 67.4% | 70.1%-2.6pp | 82.6%-15.2pp | 69.5%-2.0pp |
| Annual return | 13.04% | 27.32%-14.3pp | 803.00%-790.0pp | 81.02%-68.0pp |
| Employer contribution / active EE | $876 | $3,324-73.7% | $5,144-83.0% | $2,440-64.1% |
| Participant deferral / active EE | $2,603 | $3,260-20.1% | $5,198-49.9% | $3,608-27.8% |
| Admin fee / account holder | $1,348 | $5,880-77.1% | $13,956-90.3% | $5,124-73.7% |