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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 | $13,426 | $91,179-85.3% | $178,499-92.5% | $79,852-83.2% |
| Participation rate | 60.6% | 69.2%-8.6pp | 81.9%-21.3pp | 69.6%-9.0pp |
| Annual return | 8.50% | 24.19%-15.7pp | 151.10%-142.6pp | 31.72%-23.2pp |
| Employer contribution / active EE | $531 | $3,256-83.7% | $5,011-89.4% | $2,471-78.5% |
| Participant deferral / active EE | $1,756 | $3,236-45.7% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $29,570 | $6,749+338.2% | $13,986+111.4% | $5,306+457.3% |