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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 | $8,982 | $41,150-78.2% | $80,627-88.9% | $71,511-87.4% |
| Participation rate | 34.0% | 50.3%-16.2pp | 67.0%-33.0pp | 67.9%-33.9pp |
| Annual return | 9.93% | 38.48%-28.6pp | 936.76%-926.8pp | 28.86%-18.9pp |
| Employer contribution / active EE | $546 | $1,515-64.0% | $2,723-79.9% | $2,589-78.9% |
| Participant deferral / active EE | $853 | $2,701-68.4% | $4,443-80.8% | $4,291-80.1% |
| Admin fee / account holder | $1,762 | $1,841-4.3% | $5,381-67.3% | $1,588+10.9% |