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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 | $6,615 | $81,358-91.9% | $155,556-95.7% | $80,959-91.8% |
| Participation rate | 55.6% | 66.3%-10.7pp | 78.2%-22.7pp | 67.7%-12.1pp |
| Annual return | 9.24% | 33.39%-24.2pp | 64.84%-55.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $775 | $3,106-75.1% | $4,675-83.4% | $2,757-71.9% |
| Participant deferral / active EE | $914 | $3,455-73.5% | $5,631-83.8% | $4,300-78.7% |
| Admin fee / account holder | $1,874 | $7,994-76.6% | $15,885-88.2% | $6,925-72.9% |