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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 | $71,197-90.8% | $93,669-93.0% | $80,925-91.9% |
| Participation rate | 67.6% | 60.4%+7.3pp | 68.7%-1.1pp | 67.7%0pp |
| Annual return | 7.84% | 11.27%-3.4pp | 133.59%-125.8pp | 35.65%-27.8pp |
| Employer contribution / active EE | $1,787 | $1,565+14.2% | $2,424-26.3% | $2,756-35.2% |
| Participant deferral / active EE | $2,590 | $4,036-35.8% | $4,416-41.4% | $4,299-39.8% |
| Admin fee / account holder | $330 | $6,959-95.3% | $8,291-96.0% | $6,940-95.3% |