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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 | $5,234 | $100,073-94.8% | $85,126-93.9% | $145,877-96.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 6.88% | 84.11%-77.2pp | 66.63%-59.8pp | 551.28%-544.4pp |
| Employer contribution / active EE | $697 | $3,236-78.5% | $2,731-74.5% | $4,663-85.1% |
| Participant deferral / active EE | $1,107 | $5,294-79.1% | $4,523-75.5% | $6,691-83.5% |
| Admin fee / account holder | $1,708 | $7,261-76.5% | $6,160-72.3% | $13,402-87.3% |