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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 | $10,682 | $47,553-77.5% | $136,867-92.2% | $69,733-84.7% |
| Participation rate | 67.9% | 61.4%+6.5pp | 74.5%-6.7pp | 62.5%+5.4pp |
| Annual return | 8.99% | -91.50%+100.5pp | 42.97%-34.0pp | 15.22%-6.2pp |
| Employer contribution / active EE | $655 | $2,087-68.6% | $3,547-81.5% | $2,250-70.9% |
| Participant deferral / active EE | $1,472 | $2,300-36.0% | $4,924-70.1% | $3,054-51.8% |
| Admin fee / account holder | $1,585 | $3,496-54.7% | $10,340-84.7% | $3,102-48.9% |