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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 | $18,215 | $59,715-69.5% | $74,549-75.6% | - |
| Participation rate | 66.7% | 60.9%+5.7pp | 69.1%-2.5pp | - |
| Annual return | -9.46% | -10.64%+1.2pp | 32.53%-42.0pp | - |
| Employer contribution / active EE | $1,465 | $725+102.0% | $1,961-25.3% | - |
| Participant deferral / active EE | $3,071 | $2,327+32.0% | $3,108-1.2% | - |
| Admin fee / account holder | $1,750 | $40,605-95.7% | $5,059-65.4% | - |