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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 | $11,262 | $50,554-77.7% | $67,681-83.4% | $87,485-87.1% |
| Participation rate | 68.1% | 67.7%+0.4pp | 73.7%-5.6pp | 68.9%-0.8pp |
| Annual return | 10.32% | 17.81%-7.5pp | 590.58%-580.3pp | 26.06%-15.7pp |
| Employer contribution / active EE | $923 | $1,988-53.6% | $2,678-65.5% | $2,596-64.5% |
| Participant deferral / active EE | $2,107 | $2,961-28.8% | $3,976-47.0% | $4,274-50.7% |
| Admin fee / account holder | $5,246 | $4,132+27.0% | $6,100-14.0% | $7,775-32.5% |