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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 | $12,358 | $58,828-79.0% | $78,002-84.2% | $62,881-80.3% |
| Participation rate | 69.7% | 71.1%-1.4pp | 75.5%-5.8pp | 69.3%+0.4pp |
| Annual return | 2.55% | 17.16%-14.6pp | 425.99%-423.4pp | 20.14%-17.6pp |
| Employer contribution / active EE | $314 | $1,672-81.2% | $2,470-87.3% | $2,281-86.2% |
| Participant deferral / active EE | $1,969 | $2,686-26.7% | $3,497-43.7% | $3,203-38.5% |
| Admin fee / account holder | $2,173 | $4,393-50.5% | $5,481-60.4% | $4,296-49.4% |