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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 | $5,998 | $93,598-93.6% | $135,974-95.6% | $75,173-92.0% |
| Participation rate | 54.9% | 75.2%-20.3pp | 81.9%-27.0pp | 67.2%-12.3pp |
| Annual return | 13.19% | 30.89%-17.7pp | 68.30%-55.1pp | 160.72%-147.5pp |
| Employer contribution / active EE | $1,314 | $3,538-62.9% | $4,859-73.0% | $2,671-50.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,348 | $6,978-80.7% | $10,767-87.5% | $5,651-76.1% |