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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 | $8,773 | $58,391-85.0% | $76,667-88.6% | $72,976-88.0% |
| Participation rate | 67.6% | 67.4%+0.2pp | 72.1%-4.5pp | 69.5%-1.9pp |
| Annual return | 1.76% | 2306.65%-2304.9pp | 1166.74%-1165.0pp | 81.02%-79.3pp |
| Employer contribution / active EE | $988 | $1,787-44.7% | $2,303-57.1% | $2,440-59.5% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,172 | $4,014-70.8% | $6,423-81.8% | $5,124-77.1% |