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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 | $14,954 | $54,320-72.5% | $67,652-77.9% | $52,331-71.4% |
| Participation rate | 68.3% | 73.6%-5.3pp | 75.7%-7.4pp | 68.1%+0.2pp |
| Annual return | -2.83% | 6.81%-9.6pp | 6625.40%-6628.2pp | 4.54%-7.4pp |
| Employer contribution / active EE | $688 | $1,544-55.5% | $2,266-69.6% | $1,882-63.5% |
| Participant deferral / active EE | $1,938 | $2,950-34.3% | $3,560-45.6% | $3,022-35.9% |
| Admin fee / account holder | $1,553 | $527+194.9% | $4,821-67.8% | $592+162.5% |