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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 | $10,904 | $85,171-87.2% | $172,752-93.7% | $72,975-85.1% |
| Participation rate | 56.9% | 70.1%-13.2pp | 82.6%-25.8pp | 69.5%-12.6pp |
| Annual return | 0.17% | 27.32%-27.1pp | 802.97%-802.8pp | 81.01%-80.8pp |
| Employer contribution / active EE | $668 | $3,324-79.9% | $5,144-87.0% | $2,440-72.6% |
| Participant deferral / active EE | $1,488 | $3,260-54.4% | $5,198-71.4% | $3,608-58.8% |
| Admin fee / account holder | $2,521 | $5,880-57.1% | $13,955-81.9% | $5,124-50.8% |