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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 | $14,761 | $77,817-81.0% | $123,553-88.1% | $64,173-77.0% |
| Participation rate | 64.3% | 74.7%-10.4pp | 82.3%-18.0pp | 69.6%-5.3pp |
| Annual return | -9.09% | 12.49%-21.6pp | 119.21%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $927 | $3,014-69.2% | $4,628-80.0% | $2,381-61.1% |
| Participant deferral / active EE | $2,290 | $5,240-56.3% | $6,426-64.4% | $3,470-34.0% |
| Admin fee / account holder | $629 | $5,519-88.6% | $9,284-93.2% | $4,887-87.1% |