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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 | $6,803 | $65,027-89.5% | $90,970-92.5% | $79,852-91.5% |
| Participation rate | 62.9% | 61.6%+1.2pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 8.18% | 30.45%-22.3pp | 134.58%-126.4pp | 31.72%-23.5pp |
| Employer contribution / active EE | $663 | $1,247-46.8% | $2,122-68.7% | $2,471-73.2% |
| Participant deferral / active EE | $1,179 | $2,512-53.1% | $3,373-65.1% | $3,740-68.5% |
| Admin fee / account holder | $751 | $4,535-83.4% | $5,960-87.4% | $5,306-85.8% |