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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 | $17,874 | $57,108-68.7% | $94,229-81.0% | $52,331-65.8% |
| Participation rate | 61.1% | 72.9%-11.8pp | 78.8%-17.7pp | 68.1%-7.0pp |
| Annual return | -2.86% | 1.47%-4.3pp | 10.68%-13.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $827 | $1,735-52.4% | $3,587-77.0% | $1,882-56.1% |
| Participant deferral / active EE | $1,938 | $3,040-36.2% | $4,320-55.1% | $3,022-35.9% |
| Admin fee / account holder | $1,708 | $546+212.6% | $6,269-72.8% | $592+188.7% |