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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 | $12,061 | $84,236-85.7% | $170,435-92.9% | $70,126-82.8% |
| Participation rate | 64.6% | 70.8%-6.2pp | 83.6%-19.0pp | 69.5%-4.9pp |
| Annual return | 5.51% | 23.06%-17.6pp | 205.94%-200.4pp | 73.15%-67.6pp |
| Employer contribution / active EE | $764 | $3,387-77.5% | $5,432-85.9% | $2,343-67.4% |
| Participant deferral / active EE | $1,124 | $3,086-63.6% | $4,939-77.2% | $3,332-66.3% |
| Admin fee / account holder | $847 | $5,698-85.1% | $13,881-93.9% | $4,645-81.8% |