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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 | $11,654 | $45,438-74.4% | $80,004-85.4% | $59,633-80.5% |
| Participation rate | 65.9% | 63.7%+2.2pp | 73.0%-7.1pp | 68.7%-2.8pp |
| Annual return | -3.08% | 5.10%-8.2pp | 7.63%-10.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $259 | $1,236-79.0% | $2,473-89.5% | $2,203-88.2% |
| Participant deferral / active EE | $1,201 | $2,231-46.2% | $3,204-62.5% | $3,192-62.4% |
| Admin fee / account holder | $2,448 | $3,464-29.3% | $5,033-51.4% | $4,297-43.0% |