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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 | $8,709 | $59,813-85.4% | $79,580-89.1% | $68,486-87.3% |
| Participation rate | 64.7% | 61.1%+3.6pp | 69.5%-4.8pp | 67.9%-3.2pp |
| Annual return | -39.78% | -12.30%-27.5pp | 0.15%-39.9pp | -7.85%-31.9pp |
| Employer contribution / active EE | $1,594 | $1,505+5.9% | $2,413-33.9% | $2,597-38.6% |
| Participant deferral / active EE | $3,290 | $3,024+8.8% | $3,985-17.5% | $4,028-18.3% |
| Admin fee / account holder | $319 | $4,835-93.4% | $6,835-95.3% | $5,404-94.1% |