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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 | $8,717 | $81,262-89.3% | $155,602-94.4% | $80,911-89.2% |
| Participation rate | 62.9% | 66.2%-3.4pp | 78.2%-15.3pp | 67.6%-4.8pp |
| Annual return | 8.00% | 33.34%-25.3pp | 64.81%-56.8pp | 35.63%-27.6pp |
| Employer contribution / active EE | $471 | $3,102-84.8% | $4,675-89.9% | $2,756-82.9% |
| Participant deferral / active EE | $1,446 | $3,451-58.1% | $5,629-74.3% | $4,297-66.3% |
| Admin fee / account holder | $1,540 | $7,992-80.7% | $15,923-90.3% | $6,935-77.8% |