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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 | $16,898 | $64,719-73.9% | $112,249-84.9% | $68,486-75.3% |
| Participation rate | 68.0% | 67.2%+0.8pp | 75.1%-7.1pp | 67.9%+0.1pp |
| Annual return | -21.08% | -11.40%-9.7pp | 27.48%-48.6pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,304 | $2,747-52.5% | $3,636-64.1% | $2,597-49.8% |
| Participant deferral / active EE | $1,674 | $3,565-53.0% | $4,729-64.6% | $4,028-58.4% |
| Admin fee / account holder | $1,077 | $5,232-79.4% | $6,412-83.2% | $5,404-80.1% |