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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 | $41,016-81.0% | $152,093-94.9% | $64,097-87.9% |
| Participation rate | 60.9% | 51.3%+9.5pp | 77.8%-16.9pp | 55.2%+5.7pp |
| Annual return | 9.79% | 39.60%-29.8pp | 66.36%-56.6pp | 34.64%-24.9pp |
| Employer contribution / active EE | $407 | $1,342-69.7% | $4,175-90.2% | $1,891-78.5% |
| Participant deferral / active EE | $1,052 | $1,927-45.4% | $5,451-80.7% | $3,080-65.9% |
| Admin fee / account holder | $931 | $2,305-59.6% | $14,497-93.6% | $3,454-73.0% |