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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 | $6,038 | $42,383-85.8% | $76,518-92.1% | $64,173-90.6% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | -21.63% | -16.54%-5.1pp | -0.27%-21.4pp | 7.63%-29.3pp |
| Employer contribution / active EE | $952 | $1,563-39.1% | $2,647-64.0% | $2,381-60.0% |
| Participant deferral / active EE | $2,016 | $2,566-21.5% | $3,836-47.4% | $3,470-41.9% |
| Admin fee / account holder | $484 | $3,198-84.9% | $4,849-90.0% | $4,887-90.1% |