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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 | $8,188 | $57,073-85.7% | $85,126-90.4% | $80,925-89.9% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 8.25% | 21.69%-13.4pp | 66.63%-58.4pp | 35.65%-27.4pp |
| Employer contribution / active EE | $537 | $1,801-70.2% | $2,731-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $1,336 | $3,113-57.1% | $4,523-70.5% | $4,299-68.9% |
| Admin fee / account holder | $655 | $4,988-86.9% | $6,160-89.4% | $6,940-90.6% |