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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 | $8,776 | $85,171-89.7% | $172,753-94.9% | $72,976-88.0% |
| Participation rate | 59.3% | 70.1%-10.8pp | 82.6%-23.4pp | 69.5%-10.2pp |
| Annual return | 15.95% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,431 | $3,324-57.0% | $5,144-72.2% | $2,440-41.4% |
| Participant deferral / active EE | $3,509 | $3,260+7.6% | $5,198-32.5% | $3,608-2.7% |
| Admin fee / account holder | $560 | $5,880-90.5% | $13,956-96.0% | $5,124-89.1% |