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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 | $5,523 | $73,848-92.5% | $143,799-96.2% | $68,486-91.9% |
| Participation rate | 68.4% | 66.7%+1.8pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | -20.11% | 0.91%-21.0pp | -0.04%-20.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $2,124 | $3,184-33.3% | $4,952-57.1% | $2,597-18.2% |
| Participant deferral / active EE | $2,190 | $3,385-35.3% | $5,638-61.2% | $4,028-45.6% |
| Admin fee / account holder | $1,636 | $5,755-71.6% | $14,677-88.9% | $5,404-69.7% |