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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 | $6,563 | $71,057-90.8% | $93,654-93.0% | $80,874-91.9% |
| Participation rate | 67.6% | 60.4%+7.2pp | 68.7%-1.1pp | 67.6%0pp |
| Annual return | 7.84% | 11.26%-3.4pp | 133.34%-125.5pp | 35.62%-27.8pp |
| Employer contribution / active EE | $1,787 | $1,564+14.3% | $2,421-26.2% | $2,756-35.1% |
| Participant deferral / active EE | $2,590 | $4,034-35.8% | $4,413-41.3% | $4,297-39.7% |
| Admin fee / account holder | $330 | $6,944-95.3% | $8,282-96.0% | $6,935-95.2% |