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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 | $7,799 | $99,652-92.2% | $78,778-90.1% | $147,586-94.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 4.32% | 47.28%-43.0pp | 35.62%-31.3pp | 578.59%-574.3pp |
| Employer contribution / active EE | $987 | $2,796-64.7% | $1,986-50.3% | $4,876-79.8% |
| Participant deferral / active EE | $1,450 | $3,664-60.4% | $2,958-51.0% | $5,439-73.3% |
| Admin fee / account holder | $1,248 | $7,155-82.6% | $5,134-75.7% | $10,886-88.5% |