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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 | $11,703 | $77,638-84.9% | $156,551-92.5% | $62,881-81.4% |
| Participation rate | 67.2% | 71.2%-4.0pp | 84.0%-16.8pp | 69.3%-2.1pp |
| Annual return | 2.52% | 50.33%-47.8pp | 32.23%-29.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $607 | $3,444-82.4% | $5,501-89.0% | $2,281-73.4% |
| Participant deferral / active EE | $931 | $3,046-69.4% | $4,871-80.9% | $3,203-70.9% |
| Admin fee / account holder | $708 | $5,561-87.3% | $13,028-94.6% | $4,296-83.5% |