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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 | $8,922 | $49,280-81.9% | $67,313-86.7% | $64,173-86.1% |
| Participation rate | 63.0% | 60.8%+2.2pp | 69.1%-6.1pp | 69.6%-6.6pp |
| Annual return | -14.52% | -1.39%-13.1pp | -4.08%-10.4pp | 7.63%-22.2pp |
| Employer contribution / active EE | $1,509 | $1,668-9.6% | $2,566-41.2% | $2,381-36.6% |
| Participant deferral / active EE | $2,546 | $2,484+2.5% | $3,568-28.7% | $3,470-26.6% |
| Admin fee / account holder | $439 | $3,863-88.6% | $4,507-90.3% | $4,887-91.0% |