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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 | $13,258 | $52,961-75.0% | $172,752-92.3% | $65,185-79.7% |
| Participation rate | 62.3% | 66.2%-3.9pp | 82.6%-20.4pp | 70.2%-7.9pp |
| Annual return | 7.11% | 30.12%-23.0pp | 802.97%-795.9pp | 29.38%-22.3pp |
| Employer contribution / active EE | $838 | $2,190-61.8% | $5,144-83.7% | $2,177-61.5% |
| Participant deferral / active EE | $1,128 | $2,471-54.3% | $5,198-78.3% | $3,514-67.9% |
| Admin fee / account holder | $1,311 | $472+177.7% | $13,955-90.6% | $847+54.7% |