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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 | $4,908 | $73,107-93.3% | $114,563-95.7% | $87,485-94.4% |
| Participation rate | 53.3% | 65.8%-12.4pp | 72.9%-19.6pp | 68.9%-15.6pp |
| Annual return | 7.17% | 19.47%-12.3pp | 241.09%-233.9pp | 26.06%-18.9pp |
| Employer contribution / active EE | $547 | $1,881-70.9% | $2,592-78.9% | $2,596-79.0% |
| Participant deferral / active EE | $1,220 | $3,144-61.2% | $4,142-70.5% | $4,274-71.5% |
| Admin fee / account holder | $7,402 | $5,770+28.3% | $7,623-2.9% | $7,775-4.8% |