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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 | $10,742 | $95,406-88.7% | $185,849-94.2% | $85,847-87.5% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 5.50% | 23.59%-18.1pp | 122.10%-116.6pp | 318.61%-313.1pp |
| Employer contribution / active EE | $421 | $3,314-87.3% | $5,169-91.9% | $2,565-83.6% |
| Participant deferral / active EE | $1,180 | $3,424-65.5% | $5,569-78.8% | $3,952-70.1% |
| Admin fee / account holder | $14,221 | $7,214+97.1% | $16,244-12.5% | $6,261+127.1% |