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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 | $10,883 | $201,370-94.6% | $184,256-94.1% | $145,897-92.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.94% | 29.05%-24.1pp | 28.85%-23.9pp | 552.29%-547.4pp |
| Employer contribution / active EE | $2,302 | $7,024-67.2% | $6,427-64.2% | $4,663-50.6% |
| Participant deferral / active EE | $8,399 | $9,808-14.4% | $9,133-8.0% | $6,689+25.6% |
| Admin fee / account holder | $502 | $16,364-96.9% | $13,899-96.4% | $13,390-96.3% |