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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 | $7,967 | $81,331-90.2% | $155,534-94.9% | $80,935-90.2% |
| Participation rate | 32.5% | 66.3%-33.8pp | 78.2%-45.7pp | 67.7%-35.2pp |
| Annual return | 8.62% | 33.37%-24.8pp | 64.92%-56.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $715 | $3,105-77.0% | $4,675-84.7% | $2,757-74.1% |
| Participant deferral / active EE | $1,925 | $3,454-44.3% | $5,630-65.8% | $4,299-55.2% |
| Admin fee / account holder | $580 | $7,999-92.7% | $15,900-96.3% | $6,924-91.6% |