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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 | $6,366 | $77,638-91.8% | $156,551-95.9% | $62,881-89.9% |
| Participation rate | 61.8% | 71.2%-9.4pp | 84.0%-22.2pp | 69.3%-7.5pp |
| Annual return | 2.95% | 50.33%-47.4pp | 32.23%-29.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,290 | $3,444-62.5% | $5,501-76.6% | $2,281-43.4% |
| Participant deferral / active EE | $892 | $3,046-70.7% | $4,871-81.7% | $3,203-72.1% |
| Admin fee / account holder | $1,270 | $5,561-77.2% | $13,028-90.3% | $4,296-70.4% |