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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 | $3,422 | $139,456-97.5% | $13,803-75.2% | $139,456-97.5% |
| Participation rate | 33.3% | 80.3%-47.0pp | 75.0%-41.7pp | 80.3%-47.0pp |
| Annual return | 8.80% | 373.45%-364.7pp | 13.15%-4.4pp | 373.45%-364.7pp |
| Employer contribution / active EE | $898 | $4,753-81.1% | $1,529-41.3% | $4,753-81.1% |
| Participant deferral / active EE | $7,500 | $6,711+11.8% | $4,258+76.1% | $6,711+11.8% |
| Admin fee / account holder | $6,870 | $11,407-39.8% | $2,099+227.3% | $11,407-39.8% |