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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 | $8,562 | $81,331-89.5% | $155,534-94.5% | $80,935-89.4% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 6.89% | 33.37%-26.5pp | 64.92%-58.0pp | 35.66%-28.8pp |
| Employer contribution / active EE | $1,453 | $3,105-53.2% | $4,675-68.9% | $2,757-47.3% |
| Participant deferral / active EE | $1,341 | $3,454-61.2% | $5,630-76.2% | $4,299-68.8% |
| Admin fee / account holder | $1,085 | $7,999-86.4% | $15,900-93.2% | $6,924-84.3% |