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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 | $10,335 | $49,280-79.0% | $67,313-84.6% | $64,173-83.9% |
| Participation rate | 57.5% | 60.8%-3.2pp | 69.1%-11.5pp | 69.6%-12.0pp |
| Annual return | -12.77% | -1.39%-11.4pp | -4.08%-8.7pp | 7.63%-20.4pp |
| Employer contribution / active EE | $956 | $1,668-42.7% | $2,566-62.7% | $2,381-59.8% |
| Participant deferral / active EE | $2,934 | $2,484+18.1% | $3,568-17.8% | $3,470-15.4% |
| Admin fee / account holder | $643 | $3,863-83.4% | $4,507-85.7% | $4,887-86.8% |