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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 | $9,251 | $102,632-91.0% | $81,988-88.7% | $158,950-94.2% |
| Participation rate | 44.4% | 75.5%-31.1pp | 69.3%-24.8pp | 82.0%-37.5pp |
| Annual return | 3.26% | 61.05%-57.8pp | 41.31%-38.1pp | 302.91%-299.6pp |
| Employer contribution / active EE | $682 | $3,241-78.9% | $2,498-72.7% | $4,762-85.7% |
| Participant deferral / active EE | $1,401 | $4,649-69.9% | $3,722-62.4% | $5,983-76.6% |
| Admin fee / account holder | $1,154 | $8,237-86.0% | $5,665-79.6% | $11,248-89.7% |