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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 | $6,230 | $48,314-87.1% | $67,561-90.8% | $80,925-92.3% |
| Participation rate | 54.3% | 66.4%-12.0pp | 72.9%-18.6pp | 67.7%-13.3pp |
| Annual return | 10.62% | 18.28%-7.7pp | 3525.44%-3514.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $552 | $2,022-72.7% | $2,735-79.8% | $2,756-80.0% |
| Participant deferral / active EE | $810 | $2,927-72.3% | $4,003-79.8% | $4,299-81.2% |
| Admin fee / account holder | $330 | $3,690-91.1% | $4,006-91.8% | $6,940-95.2% |