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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 | $12,964 | $56,484-77.0% | $169,452-92.3% | $64,173-79.8% |
| Participation rate | 56.5% | 64.5%-8.0pp | 77.8%-21.3pp | 69.6%-13.0pp |
| Annual return | -8.57% | -1.55%-7.0pp | 1.83%-10.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $489 | $1,832-73.3% | $4,157-88.2% | $2,381-79.4% |
| Participant deferral / active EE | $1,898 | $3,448-45.0% | $5,277-64.0% | $3,470-45.3% |
| Admin fee / account holder | $2,677 | $4,174-35.9% | $9,110-70.6% | $4,887-45.2% |