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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 | $4,397 | $60,442-92.7% | $96,754-95.5% | $87,485-95.0% |
| Participation rate | 18.9% | 58.7%-39.8pp | 70.3%-51.4pp | 68.9%-50.0pp |
| Annual return | 12.72% | 21.97%-9.3pp | 82.04%-69.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $462 | $1,691-72.7% | $2,679-82.8% | $2,596-82.2% |
| Participant deferral / active EE | $1,960 | $3,280-40.2% | $4,758-58.8% | $4,274-54.1% |
| Admin fee / account holder | $91,548 | $5,069+1706.0% | $8,905+928.1% | $7,775+1077.5% |