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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 | $10,437 | $39,132-73.3% | $57,196-81.8% | $62,881-83.4% |
| Participation rate | 67.1% | 70.5%-3.4pp | 75.3%-8.3pp | 69.3%-2.2pp |
| Annual return | -2.37% | 9.24%-11.6pp | 14.59%-17.0pp | 20.14%-22.5pp |
| Employer contribution / active EE | $459 | $1,874-75.5% | $2,683-82.9% | $2,281-79.9% |
| Participant deferral / active EE | $977 | $2,374-58.8% | $3,096-68.4% | $3,203-69.5% |
| Admin fee / account holder | $3,891 | $2,594+50.0% | $3,141+23.9% | $4,296-9.4% |