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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 | $10,404 | $84,236-87.6% | $170,435-93.9% | $70,126-85.2% |
| Participation rate | 58.6% | 70.8%-12.2pp | 83.6%-25.0pp | 69.5%-10.9pp |
| Annual return | 11.80% | 23.06%-11.3pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $542 | $3,387-84.0% | $5,432-90.0% | $2,343-76.9% |
| Participant deferral / active EE | $1,036 | $3,086-66.4% | $4,939-79.0% | $3,332-68.9% |
| Admin fee / account holder | $1,734 | $5,698-69.6% | $13,881-87.5% | $4,645-62.7% |