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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 | $9,748 | $58,895-83.4% | $178,503-94.5% | $73,497-86.7% |
| Participation rate | 47.0% | 66.2%-19.2pp | 81.9%-34.9pp | 70.7%-23.7pp |
| Annual return | 6.42% | 24.86%-18.4pp | 151.12%-144.7pp | 28.51%-22.1pp |
| Employer contribution / active EE | $586 | $2,236-73.8% | $5,011-88.3% | $2,270-74.2% |
| Participant deferral / active EE | $851 | $2,567-66.8% | $5,202-83.6% | $3,740-77.2% |
| Admin fee / account holder | $694 | $400+73.3% | $13,987-95.0% | $513+35.2% |