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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 | $7,855 | $39,132-79.9% | $57,196-86.3% | $62,881-87.5% |
| Participation rate | 66.7% | 70.5%-3.8pp | 75.3%-8.7pp | 69.3%-2.6pp |
| Annual return | 0.67% | 9.24%-8.6pp | 14.59%-13.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $687 | $1,874-63.4% | $2,683-74.4% | $2,281-69.9% |
| Participant deferral / active EE | $906 | $2,374-61.9% | $3,096-70.7% | $3,203-71.7% |
| Admin fee / account holder | $749 | $2,594-71.1% | $3,141-76.2% | $4,296-82.6% |