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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 | $13,436 | $77,817-82.7% | $123,553-89.1% | $64,173-79.1% |
| Participation rate | 65.9% | 74.7%-8.8pp | 82.3%-16.4pp | 69.6%-3.7pp |
| Annual return | -17.92% | 12.49%-30.4pp | 119.21%-137.1pp | 7.63%-25.6pp |
| Employer contribution / active EE | $1,890 | $3,014-37.3% | $4,628-59.2% | $2,381-20.6% |
| Participant deferral / active EE | $3,427 | $5,240-34.6% | $6,426-46.7% | $3,470-1.2% |
| Admin fee / account holder | $401 | $5,519-92.7% | $9,284-95.7% | $4,887-91.8% |