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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 | $8,807 | $53,128-83.4% | $86,582-89.8% | $70,126-87.4% |
| Participation rate | 41.5% | 65.3%-23.8pp | 73.5%-32.1pp | 69.5%-28.1pp |
| Annual return | 7.24% | 27.66%-20.4pp | 965.08%-957.8pp | 73.15%-65.9pp |
| Employer contribution / active EE | $641 | $2,068-69.0% | $2,839-77.4% | $2,343-72.7% |
| Participant deferral / active EE | $1,018 | $2,695-62.2% | $3,609-71.8% | $3,332-69.5% |
| Admin fee / account holder | $4,029 | $3,584+12.4% | $4,904-17.8% | $4,645-13.3% |