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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 | $6,477 | $46,877-86.2% | $122,354-94.7% | $70,126-90.8% |
| Participation rate | 53.8% | 58.2%-4.4pp | 71.6%-17.8pp | 69.5%-15.7pp |
| Annual return | 9.55% | 24.22%-14.7pp | 30.28%-20.7pp | 73.15%-63.6pp |
| Employer contribution / active EE | $288 | $1,288-77.6% | $4,051-92.9% | $2,343-87.7% |
| Participant deferral / active EE | $1,151 | $2,167-46.9% | $3,287-65.0% | $3,332-65.4% |
| Admin fee / account holder | $9,497 | $3,324+185.7% | $5,479+73.3% | $4,645+104.4% |