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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 | $11,805 | $49,025-75.9% | $87,502-86.5% | $62,881-81.2% |
| Participation rate | 65.5% | 64.9%+0.6pp | 73.8%-8.3pp | 69.3%-3.8pp |
| Annual return | 0.17% | 10.02%-9.8pp | 12.21%-12.0pp | 20.14%-20.0pp |
| Employer contribution / active EE | $355 | $1,372-74.1% | $2,550-86.1% | $2,281-84.4% |
| Participant deferral / active EE | $2,007 | $2,289-12.3% | $3,149-36.3% | $3,203-37.3% |
| Admin fee / account holder | $1,023 | $4,065-74.8% | $4,221-75.8% | $4,296-76.2% |