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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 | $7,766 | $55,470-86.0% | $155,556-95.0% | $74,478-89.6% |
| Participation rate | 26.9% | 61.9%-35.0pp | 78.2%-51.3pp | 67.2%-40.3pp |
| Annual return | 9.47% | 269.80%-260.3pp | 64.84%-55.4pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $836 | $2,267-63.1% | $4,675-82.1% | $2,626-68.2% |
| Participant deferral / active EE | $1,656 | $2,838-41.6% | $5,631-70.6% | $4,350-61.9% |
| Admin fee / account holder | $7,647 | $1,744+338.4% | $15,885-51.9% | $1,946+293.0% |