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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 | $13,062 | $84,236-84.5% | $170,435-92.3% | $70,126-81.4% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 6.22% | 23.06%-16.8pp | 205.94%-199.7pp | 73.15%-66.9pp |
| Employer contribution / active EE | $453 | $3,387-86.6% | $5,432-91.7% | $2,343-80.7% |
| Participant deferral / active EE | $897 | $3,086-70.9% | $4,939-81.8% | $3,332-73.1% |
| Admin fee / account holder | $400 | $5,698-93.0% | $13,881-97.1% | $4,645-91.4% |