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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 | $9,195 | $77,901-88.2% | $149,717-93.9% | $75,181-87.8% |
| Participation rate | 69.2% | 65.6%+3.7pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 0.83% | 31.73%-30.9pp | 134.41%-133.6pp | 160.69%-159.9pp |
| Employer contribution / active EE | $948 | $3,137-69.8% | $4,820-80.3% | $2,671-64.5% |
| Participant deferral / active EE | $2,924 | $3,411-14.3% | $5,682-48.5% | $4,126-29.1% |
| Admin fee / account holder | $11,080 | $5,949+86.3% | $13,213-16.1% | $5,650+96.1% |