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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 | $11,105 | $52,580-78.9% | $71,671-84.5% | $70,124-84.2% |
| Participation rate | 63.2% | 60.9%+2.3pp | 68.7%-5.6pp | 69.5%-6.4pp |
| Annual return | 10.89% | 20.25%-9.4pp | 20.65%-9.8pp | 73.14%-62.3pp |
| Employer contribution / active EE | $429 | $1,616-73.4% | $2,460-82.5% | $2,342-81.7% |
| Participant deferral / active EE | $1,223 | $2,386-48.7% | $3,438-64.4% | $3,332-63.3% |
| Admin fee / account holder | $4,115 | $3,653+12.7% | $5,558-26.0% | $4,645-11.4% |