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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 | $13,675 | $53,596-74.5% | $90,657-84.9% | $64,173-78.7% |
| Participation rate | 65.9% | 64.5%+1.4pp | 74.0%-8.1pp | 69.6%-3.7pp |
| Annual return | -10.64% | 4.41%-15.1pp | 1.89%-12.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,171 | $1,503-22.1% | $2,532-53.7% | $2,381-50.8% |
| Participant deferral / active EE | $1,639 | $2,459-33.3% | $3,424-52.1% | $3,470-52.8% |
| Admin fee / account holder | $904 | $3,868-76.6% | $4,994-81.9% | $4,887-81.5% |