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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 | $26,761 | $78,423-65.9% | $95,964-72.1% | $79,856-66.5% |
| Participation rate | 63.9% | 73.5%-9.6pp | 77.1%-13.2pp | 69.6%-5.8pp |
| Annual return | -7.91% | 19.37%-27.3pp | 91.64%-99.6pp | 31.71%-39.6pp |
| Employer contribution / active EE | $690 | $1,945-64.5% | $2,541-72.9% | $2,471-72.1% |
| Participant deferral / active EE | $2,630 | $3,440-23.5% | $4,167-36.9% | $3,741-29.7% |
| Admin fee / account holder | $1,723 | $5,622-69.4% | $6,797-74.7% | $5,306-67.5% |