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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 | $6,789 | $110,337-93.8% | $102,383-93.4% | $145,877-95.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.11% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,194 | $4,216-71.7% | $3,870-69.1% | $4,663-74.4% |
| Participant deferral / active EE | $3,197 | $5,621-43.1% | $5,060-36.8% | $6,691-52.2% |
| Admin fee / account holder | $323 | $9,750-96.7% | $8,391-96.1% | $13,402-97.6% |