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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 | $3,952 | $61,125-93.5% | $94,057-95.8% | $87,485-95.5% |
| Participation rate | 69.0% | 64.1%+4.9pp | 73.3%-4.3pp | 68.9%+0.1pp |
| Annual return | 11.19% | 35.20%-24.0pp | 480.62%-469.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $514 | $2,136-75.9% | $2,933-82.5% | $2,596-80.2% |
| Participant deferral / active EE | $984 | $3,260-69.8% | $4,709-79.1% | $4,274-77.0% |
| Admin fee / account holder | $912 | $5,629-83.8% | $7,244-87.4% | $7,775-88.3% |