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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 | $6,635 | $84,236-92.1% | $170,435-96.1% | $70,126-90.5% |
| Participation rate | 41.2% | 70.8%-29.7pp | 83.6%-42.4pp | 69.5%-28.4pp |
| Annual return | 9.15% | 23.06%-13.9pp | 205.94%-196.8pp | 73.15%-64.0pp |
| Employer contribution / active EE | $698 | $3,387-79.4% | $5,432-87.1% | $2,343-70.2% |
| Participant deferral / active EE | $872 | $3,086-71.7% | $4,939-82.3% | $3,332-73.8% |
| Admin fee / account holder | $428 | $5,698-92.5% | $13,881-96.9% | $4,645-90.8% |