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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 | $57,061-85.7% | $85,063-90.4% | $80,911-89.9% |
| Participation rate | 60.0% | 56.3%+3.7pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 8.25% | 21.66%-13.4pp | 66.54%-58.3pp | 35.63%-27.4pp |
| Employer contribution / active EE | $537 | $1,799-70.1% | $2,727-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $1,336 | $3,110-57.0% | $4,523-70.5% | $4,297-68.9% |
| Admin fee / account holder | $655 | $4,986-86.9% | $6,155-89.4% | $6,935-90.6% |