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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 | $9,585 | $37,463-74.4% | $77,096-87.6% | $66,938-85.7% |
| Participation rate | 58.8% | 52.9%+5.9pp | 67.9%-9.1pp | 69.8%-11.0pp |
| Annual return | -27.43% | -3.25%-24.2pp | 42.35%-69.8pp | 1.58%-29.0pp |
| Employer contribution / active EE | $784 | $1,535-48.9% | $2,814-72.2% | $2,545-69.2% |
| Participant deferral / active EE | $2,149 | $2,621-18.0% | $4,429-51.5% | $4,238-49.3% |
| Admin fee / account holder | $1,386 | $568+144.1% | $5,428-74.5% | $594+133.6% |