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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 | $1,208 | $90,530-98.7% | $76,030-98.4% | $145,897-99.2% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 7.92% | 625.08%-617.2pp | 361.54%-353.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,488 | $3,319-55.2% | $2,688-44.6% | $4,663-68.1% |
| Participant deferral / active EE | $1,685 | $5,164-67.4% | $4,257-60.4% | $6,689-74.8% |
| Admin fee / account holder | $5,096 | $8,383-39.2% | $6,421-20.6% | $13,390-61.9% |