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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 | $7,817 | $98,240-92.0% | $82,312-90.5% | $147,586-94.7% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 4.63% | 30.85%-26.2pp | 25.88%-21.2pp | 578.59%-574.0pp |
| Employer contribution / active EE | $670 | $3,192-79.0% | $2,428-72.4% | $4,876-86.3% |
| Participant deferral / active EE | $4,055 | $4,383-7.5% | $3,706+9.4% | $5,439-25.4% |
| Admin fee / account holder | $33,766 | $8,563+294.3% | $5,608+502.1% | $10,886+210.2% |