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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 | $6,764 | $53,774-87.4% | $134,162-95.0% | $79,856-91.5% |
| Participation rate | 63.3% | 58.8%+4.6pp | 72.2%-8.9pp | 69.6%-6.3pp |
| Annual return | 2.15% | 19.01%-16.9pp | 36.35%-34.2pp | 31.71%-29.6pp |
| Employer contribution / active EE | $810 | $1,322-38.7% | $3,705-78.1% | $2,471-67.2% |
| Participant deferral / active EE | $2,454 | $2,420+1.4% | $3,500-29.9% | $3,741-34.4% |
| Admin fee / account holder | $439 | $3,985-89.0% | $6,685-93.4% | $5,306-91.7% |