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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 | $2,401 | $85,024-97.2% | $70,544-96.6% | $139,466-98.3% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 2.74% | 30.39%-27.7pp | 32.79%-30.1pp | 373.66%-370.9pp |
| Employer contribution / active EE | $840 | $3,912-78.5% | $2,976-71.8% | $4,754-82.3% |
| Participant deferral / active EE | $1,319 | $5,891-77.6% | $4,568-71.1% | $6,712-80.3% |
| Admin fee / account holder | $10,636 | $8,928+19.1% | $6,427+65.5% | $11,409-6.8% |