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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 | $8,490 | $42,383-80.0% | $76,523-88.9% | $64,181-86.8% |
| Participation rate | 62.7% | 58.1%+4.6pp | 68.0%-5.3pp | 69.6%-6.8pp |
| Annual return | -10.30% | -16.54%+6.2pp | -0.27%-10.0pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,248 | $1,563-20.1% | $2,647-52.8% | $2,381-47.6% |
| Participant deferral / active EE | $2,120 | $2,566-17.4% | $3,835-44.7% | $3,470-38.9% |
| Admin fee / account holder | $347 | $3,198-89.2% | $4,848-92.8% | $4,887-92.9% |