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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 | $4,919 | $78,690-93.7% | $161,489-97.0% | $87,485-94.4% |
| Participation rate | 69.8% | 67.5%+2.3pp | 78.7%-8.9pp | 68.9%+0.8pp |
| Annual return | 8.95% | 32.74%-23.8pp | 89.72%-80.8pp | 26.06%-17.1pp |
| Employer contribution / active EE | $462 | $2,588-82.1% | $4,268-89.2% | $2,596-82.2% |
| Participant deferral / active EE | $1,354 | $3,311-59.1% | $5,630-76.0% | $4,274-68.3% |
| Admin fee / account holder | $832 | $6,724-87.6% | $16,006-94.8% | $7,775-89.3% |