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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 | $3,935 | $55,889-93.0% | $76,119-94.8% | $80,935-95.1% |
| Participation rate | 69.4% | 62.1%+7.4pp | 69.1%+0.4pp | 67.7%+1.8pp |
| Annual return | 9.41% | 20.58%-11.2pp | 361.25%-351.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $563 | $1,866-69.8% | $2,693-79.1% | $2,757-79.6% |
| Participant deferral / active EE | $1,035 | $3,051-66.1% | $4,259-75.7% | $4,299-75.9% |
| Admin fee / account holder | $8,842 | $5,241+68.7% | $6,421+37.7% | $6,924+27.7% |