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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 | $7,359 | $78,015-90.6% | $178,505-95.9% | $80,959-90.9% |
| Participation rate | 68.2% | 65.7%+2.5pp | 77.1%-8.9pp | 67.7%+0.5pp |
| Annual return | 4.52% | 18.10%-13.6pp | 27.16%-22.6pp | 35.67%-31.2pp |
| Employer contribution / active EE | $692 | $2,281-69.7% | $3,955-82.5% | $2,757-74.9% |
| Participant deferral / active EE | $1,601 | $4,406-63.7% | $6,280-74.5% | $4,300-62.8% |
| Admin fee / account holder | $961 | $7,160-86.6% | $10,428-90.8% | $6,925-86.1% |