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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 | $6,247 | $53,128-88.2% | $86,582-92.8% | $70,126-91.1% |
| Participation rate | 56.0% | 65.3%-9.3pp | 73.5%-17.5pp | 69.5%-13.5pp |
| Annual return | 11.68% | 27.66%-16.0pp | 965.08%-953.4pp | 73.15%-61.5pp |
| Employer contribution / active EE | $444 | $2,068-78.5% | $2,839-84.4% | $2,343-81.0% |
| Participant deferral / active EE | $1,200 | $2,695-55.5% | $3,609-66.7% | $3,332-64.0% |
| Admin fee / account holder | $402 | $3,584-88.8% | $4,904-91.8% | $4,645-91.3% |