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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 | $5,388 | $53,127-89.9% | $86,597-93.8% | $70,131-92.3% |
| Participation rate | 34.5% | 65.3%-30.8pp | 73.5%-39.1pp | 69.5%-35.1pp |
| Annual return | 10.06% | 27.66%-17.6pp | 964.96%-954.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $757 | $2,068-63.4% | $2,840-73.3% | $2,342-67.7% |
| Participant deferral / active EE | $1,018 | $2,696-62.2% | $3,609-71.8% | $3,332-69.4% |
| Admin fee / account holder | $2,664 | $3,585-25.7% | $4,906-45.7% | $4,645-42.6% |