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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 | $8,949 | $59,839-85.0% | $81,988-89.1% | $79,858-88.8% |
| Participation rate | 59.5% | 61.6%-2.2pp | 69.3%-9.8pp | 69.6%-10.2pp |
| Annual return | 7.00% | 17.56%-10.6pp | 41.31%-34.3pp | 31.72%-24.7pp |
| Employer contribution / active EE | $493 | $1,713-71.2% | $2,498-80.3% | $2,471-80.0% |
| Participant deferral / active EE | $1,704 | $2,695-36.8% | $3,722-54.2% | $3,740-54.4% |
| Admin fee / account holder | $5,103 | $4,287+19.0% | $5,665-9.9% | $5,306-3.8% |