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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 | $10,750 | $57,352-81.3% | $83,830-87.2% | $64,173-83.2% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -15.51% | 11.38%-26.9pp | 850.97%-866.5pp | 7.63%-23.1pp |
| Employer contribution / active EE | $990 | $2,546-61.1% | $3,631-72.7% | $2,381-58.4% |
| Participant deferral / active EE | $2,456 | $2,993-17.9% | $4,082-39.8% | $3,470-29.2% |
| Admin fee / account holder | $1,446 | $4,046-64.3% | $5,479-73.6% | $4,887-70.4% |