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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 | $9,723 | $85,171-88.6% | $172,752-94.4% | $72,975-86.7% |
| Participation rate | 65.7% | 70.1%-4.3pp | 82.6%-16.9pp | 69.5%-3.8pp |
| Annual return | 3.55% | 27.32%-23.8pp | 802.97%-799.4pp | 81.01%-77.5pp |
| Employer contribution / active EE | $1,275 | $3,324-61.7% | $5,144-75.2% | $2,440-47.8% |
| Participant deferral / active EE | $1,179 | $3,260-63.8% | $5,198-77.3% | $3,608-67.3% |
| Admin fee / account holder | $1,975 | $5,880-66.4% | $13,955-85.8% | $5,124-61.5% |