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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 | $6,604 | $54,541-87.9% | $78,778-91.6% | $70,126-90.6% |
| Participation rate | 63.4% | 60.8%+2.6pp | 69.2%-5.8pp | 69.5%-6.1pp |
| Annual return | 11.61% | 21.07%-9.5pp | 35.62%-24.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $599 | $1,089-45.0% | $1,986-69.8% | $2,343-74.4% |
| Participant deferral / active EE | $1,305 | $2,210-41.0% | $2,958-55.9% | $3,332-60.8% |
| Admin fee / account holder | $713 | $3,709-80.8% | $5,134-86.1% | $4,645-84.6% |