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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 | $10,446 | $53,596-80.5% | $90,657-88.5% | $64,173-83.7% |
| Participation rate | 66.2% | 64.5%+1.6pp | 74.0%-7.9pp | 69.6%-3.4pp |
| Annual return | -13.12% | 4.41%-17.5pp | 1.89%-15.0pp | 7.63%-20.8pp |
| Employer contribution / active EE | $1,358 | $1,503-9.6% | $2,532-46.4% | $2,381-43.0% |
| Participant deferral / active EE | $2,234 | $2,459-9.1% | $3,424-34.8% | $3,470-35.6% |
| Admin fee / account holder | $404 | $3,868-89.5% | $4,994-91.9% | $4,887-91.7% |