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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 | $9,385 | $45,087-79.2% | $69,483-86.5% | $72,976-87.1% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 4.25% | 22.67%-18.4pp | 28.99%-24.7pp | 81.02%-76.8pp |
| Employer contribution / active EE | $1,512 | $2,055-26.4% | $2,780-45.6% | $2,440-38.0% |
| Participant deferral / active EE | $792 | $2,603-69.6% | $3,537-77.6% | $3,608-78.0% |
| Admin fee / account holder | $448 | $3,057-85.3% | $3,841-88.3% | $5,124-91.3% |