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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 | $6,772 | $111,878-93.9% | $93,727-92.8% | $145,897-95.4% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 5.04% | 204.28%-199.2pp | 133.83%-128.8pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,561 | $3,092-49.5% | $2,421-35.5% | $4,663-66.5% |
| Participant deferral / active EE | $1,772 | $4,920-64.0% | $4,417-59.9% | $6,689-73.5% |
| Admin fee / account holder | $1,279 | $10,256-87.5% | $8,292-84.6% | $13,390-90.4% |