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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 | $9,634 | $42,910-77.5% | $60,919-84.2% | $68,490-85.9% |
| Participation rate | 69.6% | 66.8%+2.8pp | 73.1%-3.5pp | 67.9%+1.7pp |
| Annual return | -18.92% | -13.99%-4.9pp | 16.96%-35.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $696 | $1,978-64.8% | $2,704-74.3% | $2,597-73.2% |
| Participant deferral / active EE | $2,454 | $2,866-14.4% | $3,814-35.7% | $4,028-39.1% |
| Admin fee / account holder | $766 | $3,104-75.3% | $3,228-76.3% | $5,403-85.8% |