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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 | $10,207 | $84,236-87.9% | $170,435-94.0% | $70,126-85.4% |
| Participation rate | 23.1% | 70.8%-47.8pp | 83.6%-60.5pp | 69.5%-46.5pp |
| Annual return | 8.62% | 23.06%-14.4pp | 205.94%-197.3pp | 73.15%-64.5pp |
| Employer contribution / active EE | $766 | $3,387-77.4% | $5,432-85.9% | $2,343-67.3% |
| Participant deferral / active EE | $2,019 | $3,086-34.6% | $4,939-59.1% | $3,332-39.4% |
| Admin fee / account holder | $1,437 | $5,698-74.8% | $13,881-89.6% | $4,645-69.1% |