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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 | $7,892 | $53,128-85.1% | $86,582-90.9% | $70,126-88.7% |
| Participation rate | 12.9% | 65.3%-52.4pp | 73.5%-60.6pp | 69.5%-56.6pp |
| Annual return | 8.10% | 27.66%-19.6pp | 965.08%-957.0pp | 73.15%-65.1pp |
| Employer contribution / active EE | $424 | $2,068-79.5% | $2,839-85.1% | $2,343-81.9% |
| Participant deferral / active EE | $1,686 | $2,695-37.4% | $3,609-53.3% | $3,332-49.4% |
| Admin fee / account holder | $56,887 | $3,584+1487.4% | $4,904+1060.0% | $4,645+1124.6% |