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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 | $11,753 | $61,660-80.9% | $80,022-85.3% | $64,173-81.7% |
| Participation rate | 68.9% | 71.7%-2.8pp | 75.8%-6.9pp | 69.6%-0.7pp |
| Annual return | -13.85% | -0.33%-13.5pp | 11.22%-25.1pp | 7.63%-21.5pp |
| Employer contribution / active EE | $990 | $1,810-45.3% | $2,468-59.9% | $2,381-58.4% |
| Participant deferral / active EE | $3,024 | $2,968+1.9% | $3,686-18.0% | $3,470-12.9% |
| Admin fee / account holder | $680 | $5,417-87.4% | $6,521-89.6% | $4,887-86.1% |