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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 | $6,973 | $56,894-87.7% | $84,753-91.8% | $62,881-88.9% |
| Participation rate | 69.2% | 68.5%+0.7pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | -9.94% | 6.30%-16.2pp | 22.78%-32.7pp | 20.14%-30.1pp |
| Employer contribution / active EE | $995 | $2,400-58.6% | $3,574-72.2% | $2,281-56.4% |
| Participant deferral / active EE | $2,129 | $2,709-21.4% | $3,712-42.7% | $3,203-33.5% |
| Admin fee / account holder | $710 | $3,581-80.2% | $5,333-86.7% | $4,296-83.5% |