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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 | $9,814 | $63,845-84.6% | $81,370-87.9% | $80,959-87.9% |
| Participation rate | 65.2% | 63.9%+1.3pp | 69.5%-4.3pp | 67.7%-2.5pp |
| Annual return | 9.13% | 16.37%-7.2pp | 24.85%-15.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $634 | $1,980-68.0% | $2,464-74.3% | $2,757-77.0% |
| Participant deferral / active EE | $1,580 | $3,093-48.9% | $3,885-59.3% | $4,300-63.3% |
| Admin fee / account holder | $3,713 | $5,688-34.7% | $5,749-35.4% | $6,925-46.4% |