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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 | $43,496-82.1% | $161,489-95.2% | $64,340-87.9% |
| Participation rate | 60.9% | 53.5%+7.3pp | 78.7%-17.8pp | 55.2%+5.6pp |
| Annual return | 9.79% | 20.76%-11.0pp | 89.72%-79.9pp | 24.14%-14.4pp |
| Employer contribution / active EE | $407 | $1,431-71.5% | $4,268-90.5% | $1,862-78.1% |
| Participant deferral / active EE | $1,052 | $1,996-47.3% | $5,630-81.3% | $2,980-64.7% |
| Admin fee / account holder | $931 | $2,330-60.0% | $16,006-94.2% | $3,703-74.8% |