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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 | $4,883 | $37,446-87.0% | $77,552-93.7% | $79,856-93.9% |
| Participation rate | 51.7% | 41.5%+10.2pp | 54.2%-2.5pp | 69.6%-17.9pp |
| Annual return | 4.59% | 39.76%-35.2pp | 54.82%-50.2pp | 31.71%-27.1pp |
| Employer contribution / active EE | $674 | $637+5.8% | $987-31.7% | $2,471-72.7% |
| Participant deferral / active EE | $1,913 | $1,261+51.7% | $1,861+2.8% | $3,741-48.9% |
| Admin fee / account holder | $4,007 | $2,506+59.9% | $2,859+40.2% | $5,306-24.5% |