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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 | $2,059 | $37,436-94.5% | $77,513-97.3% | $79,858-97.4% |
| Participation rate | 69.0% | 41.5%+27.5pp | 54.2%+14.9pp | 69.6%-0.6pp |
| Annual return | 9.70% | 39.75%-30.0pp | 54.81%-45.1pp | 31.72%-22.0pp |
| Employer contribution / active EE | $220 | $637-65.5% | $987-77.7% | $2,471-91.1% |
| Participant deferral / active EE | $401 | $1,261-68.2% | $1,861-78.4% | $3,740-89.3% |
| Admin fee / account holder | $310 | $2,505-87.6% | $2,859-89.1% | $5,306-94.1% |