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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 | $8,048 | $41,016-80.4% | $152,093-94.7% | $64,097-87.4% |
| Participation rate | 63.0% | 51.3%+11.7pp | 77.8%-14.8pp | 55.2%+7.8pp |
| Annual return | 9.08% | 39.60%-30.5pp | 66.36%-57.3pp | 34.64%-25.6pp |
| Employer contribution / active EE | $543 | $1,342-59.5% | $4,175-87.0% | $1,891-71.3% |
| Participant deferral / active EE | $618 | $1,927-67.9% | $5,451-88.7% | $3,080-79.9% |
| Admin fee / account holder | $2,230 | $2,305-3.3% | $14,497-84.6% | $3,454-35.5% |