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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 | $6,060 | $55,889-89.2% | $76,119-92.0% | $80,935-92.5% |
| Participation rate | 59.8% | 62.1%-2.3pp | 69.1%-9.3pp | 67.7%-7.9pp |
| Annual return | 9.59% | 20.58%-11.0pp | 361.25%-351.7pp | 35.66%-26.1pp |
| Employer contribution / active EE | $756 | $1,866-59.5% | $2,693-71.9% | $2,757-72.6% |
| Participant deferral / active EE | $1,705 | $3,051-44.1% | $4,259-60.0% | $4,299-60.4% |
| Admin fee / account holder | $497 | $5,241-90.5% | $6,421-92.3% | $6,924-92.8% |