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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 | $6,742 | $57,828-88.3% | $117,039-94.2% | $70,131-90.4% |
| Participation rate | 59.4% | 67.1%-7.7pp | 77.2%-17.8pp | 69.5%-10.2pp |
| Annual return | 4.92% | 17.55%-12.6pp | 18.95%-14.0pp | 73.14%-68.2pp |
| Employer contribution / active EE | $770 | $1,816-57.6% | $3,785-79.7% | $2,342-67.1% |
| Participant deferral / active EE | $1,024 | $2,438-58.0% | $3,929-73.9% | $3,332-69.3% |
| Admin fee / account holder | $1,016 | $3,548-71.4% | $5,974-83.0% | $4,645-78.1% |