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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 | $6,419 | $58,311-89.0% | $81,882-92.2% | $80,959-92.1% |
| Participation rate | 65.6% | 63.5%+2.1pp | 72.4%-6.8pp | 67.7%-2.0pp |
| Annual return | 5.45% | 41.85%-36.4pp | 779.47%-774.0pp | 35.67%-30.2pp |
| Employer contribution / active EE | $467 | $2,347-80.1% | $2,916-84.0% | $2,757-83.1% |
| Participant deferral / active EE | $953 | $3,287-71.0% | $4,323-78.0% | $4,300-77.8% |
| Admin fee / account holder | $1,101 | $4,752-76.8% | $7,360-85.0% | $6,925-84.1% |