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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 | $8,934 | $102,514-91.3% | $97,995-90.9% | $62,293-85.7% |
| Participation rate | 58.3% | 79.5%-21.2pp | 82.4%-24.1pp | 69.5%-11.2pp |
| Annual return | 6.59% | 32.43%-25.8pp | 23.94%-17.3pp | 28.90%-22.3pp |
| Employer contribution / active EE | $1,118 | $3,689-69.7% | $4,158-73.1% | $2,042-45.3% |
| Participant deferral / active EE | $2,507 | $5,308-52.8% | $5,097-50.8% | $3,169-20.9% |
| Admin fee / account holder | $874 | $378+130.9% | $5,943-85.3% | $479+82.2% |