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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 | $517 | $76,407-99.3% | $150,298-99.7% | $82,448-99.4% |
| Participation rate | 13.8% | 66.4%-52.6pp | 77.8%-64.0pp | 68.1%-54.3pp |
| Annual return | 11.46% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $437 | $2,614-83.3% | $4,154-89.5% | $2,551-82.9% |
| Participant deferral / active EE | $2,611 | $3,214-18.8% | $5,453-52.1% | $4,139-36.9% |
| Admin fee / account holder | $74,456 | $6,352+1072.2% | $14,116+427.5% | $7,234+929.2% |