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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 | $5,291 | $57,061-90.7% | $85,063-93.8% | $80,911-93.5% |
| Participation rate | 59.0% | 56.3%+2.6pp | 67.5%-8.5pp | 67.6%-8.7pp |
| Annual return | 9.02% | 21.66%-12.6pp | 66.54%-57.5pp | 35.63%-26.6pp |
| Employer contribution / active EE | $1,309 | $1,799-27.2% | $2,727-52.0% | $2,756-52.5% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $424 | $4,986-91.5% | $6,155-93.1% | $6,935-93.9% |