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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 | $10,413 | $127,100-91.8% | $105,738-90.2% | $135,382-92.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 76.3%-12.7pp | 82.6%-19.0pp |
| Annual return | -10.75% | 4.49%-15.2pp | 6.27%-17.0pp | 519.77%-530.5pp |
| Employer contribution / active EE | $831 | $4,107-79.8% | $3,268-74.6% | $4,779-82.6% |
| Participant deferral / active EE | $3,346 | $5,064-33.9% | $4,080-18.0% | $5,609-40.3% |
| Admin fee / account holder | $8,736 | $9,087-3.9% | $6,913+26.4% | $10,829-19.3% |