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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 | $9,611 | $77,817-87.6% | $123,553-92.2% | $64,173-85.0% |
| Participation rate | 69.8% | 74.7%-4.9pp | 82.3%-12.5pp | 69.6%+0.3pp |
| Annual return | -19.24% | 12.49%-31.7pp | 119.21%-138.4pp | 7.63%-26.9pp |
| Employer contribution / active EE | $1,940 | $3,014-35.6% | $4,628-58.1% | $2,381-18.5% |
| Participant deferral / active EE | $4,555 | $5,240-13.1% | $6,426-29.1% | $3,470+31.3% |
| Admin fee / account holder | $1,544 | $5,519-72.0% | $9,284-83.4% | $4,887-68.4% |