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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 | $15,421 | $64,729-76.2% | $112,263-86.3% | $68,490-77.5% |
| Participation rate | 60.5% | 67.2%-6.6pp | 75.1%-14.5pp | 67.9%-7.4pp |
| Annual return | -20.84% | -11.40%-9.4pp | 27.49%-48.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $8,543 | $2,746+211.1% | $3,636+134.9% | $2,597+229.0% |
| Participant deferral / active EE | $2,557 | $3,566-28.3% | $4,729-45.9% | $4,028-36.5% |
| Admin fee / account holder | $8,787 | $5,222+68.3% | $6,410+37.1% | $5,403+62.6% |