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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 | $7,779 | $46,688-83.3% | $189,758-95.9% | $69,733-88.8% |
| Participation rate | 60.9% | 61.7%-0.8pp | 79.8%-18.9pp | 62.5%-1.6pp |
| Annual return | 9.79% | 14.35%-4.6pp | 52.62%-42.8pp | 15.22%-5.4pp |
| Employer contribution / active EE | $407 | $1,695-76.0% | $4,767-91.5% | $2,250-81.9% |
| Participant deferral / active EE | $1,052 | $2,143-50.9% | $5,856-82.0% | $3,054-65.6% |
| Admin fee / account holder | $931 | $1,700-45.2% | $20,388-95.4% | $3,102-70.0% |