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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 | $4,095 | $56,339-92.7% | $104,301-96.1% | $68,495-94.0% |
| Participation rate | 65.7% | 63.3%+2.4pp | 73.3%-7.6pp | 67.9%-2.2pp |
| Annual return | -19.61% | -9.19%-10.4pp | 24.61%-44.2pp | -7.84%-11.8pp |
| Employer contribution / active EE | $982 | $1,960-49.9% | $3,373-70.9% | $2,596-62.2% |
| Participant deferral / active EE | $1,155 | $3,077-62.5% | $4,626-75.0% | $4,028-71.3% |
| Admin fee / account holder | $448 | $4,902-90.9% | $7,340-93.9% | $5,403-91.7% |