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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 | $5,420 | $32,037-83.1% | $69,182-92.2% | $62,881-91.4% |
| Participation rate | 49.1% | 43.4%+5.7pp | 55.1%-6.0pp | 69.3%-20.2pp |
| Annual return | 1.72% | 15.16%-13.4pp | -21.93%+23.7pp | 20.14%-18.4pp |
| Employer contribution / active EE | $450 | $679-33.7% | $1,206-62.7% | $2,281-80.3% |
| Participant deferral / active EE | $839 | $1,185-29.2% | $1,897-55.8% | $3,203-73.8% |
| Admin fee / account holder | $1,745 | $2,608-33.1% | $2,697-35.3% | $4,296-59.4% |