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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 | $4,856 | $45,438-89.3% | $80,004-93.9% | $59,633-91.9% |
| Participation rate | 69.2% | 63.7%+5.5pp | 73.0%-3.8pp | 68.7%+0.6pp |
| Annual return | -4.06% | 5.10%-9.2pp | 7.63%-11.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $745 | $1,236-39.7% | $2,473-69.9% | $2,203-66.2% |
| Participant deferral / active EE | $1,549 | $2,231-30.6% | $3,204-51.7% | $3,192-51.5% |
| Admin fee / account holder | $377 | $3,464-89.1% | $5,033-92.5% | $4,297-91.2% |