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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 | $11,199 | $45,566-75.4% | $64,105-82.5% | $59,633-81.2% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -5.05% | 4.95%-10.0pp | 791.24%-796.3pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $1,473 | $934+57.6% | $1,820-19.1% | $2,203-33.1% |
| Participant deferral / active EE | $1,843 | $2,057-10.4% | $2,822-34.7% | $3,192-42.3% |
| Admin fee / account holder | $496 | $3,268-84.8% | $4,499-89.0% | $4,297-88.5% |