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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 | $2,581 | $45,126-94.3% | $85,187-97.0% | $74,459-96.5% |
| Participation rate | 54.0% | 49.4%+4.7pp | 67.5%-13.5pp | 67.2%-13.2pp |
| Annual return | 1.51% | 26.30%-24.8pp | 66.67%-65.2pp | 1369.70%-1368.2pp |
| Employer contribution / active EE | $432 | $1,460-70.4% | $2,732-84.2% | $2,626-83.5% |
| Participant deferral / active EE | $940 | $2,738-65.7% | $4,525-79.2% | $4,350-78.4% |
| Admin fee / account holder | $631 | $2,212-71.5% | $6,162-89.8% | $1,945-67.6% |