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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 | $7,858 | $84,236-90.7% | $170,435-95.4% | $70,126-88.8% |
| Participation rate | 62.2% | 70.8%-8.6pp | 83.6%-21.4pp | 69.5%-7.3pp |
| Annual return | 11.35% | 23.06%-11.7pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $653 | $3,387-80.7% | $5,432-88.0% | $2,343-72.1% |
| Participant deferral / active EE | $1,305 | $3,086-57.7% | $4,939-73.6% | $3,332-60.8% |
| Admin fee / account holder | $2,893 | $5,698-49.2% | $13,881-79.2% | $4,645-37.7% |