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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 | $9,665 | $110,083-91.2% | $151,645-93.6% | $68,490-85.9% |
| Participation rate | 68.6% | 84.0%-15.4pp | 87.5%-18.9pp | 67.9%+0.7pp |
| Annual return | -28.68% | -10.12%-18.6pp | 3.34%-32.0pp | -7.85%-20.8pp |
| Employer contribution / active EE | $1,834 | $4,470-59.0% | $6,165-70.3% | $2,597-29.4% |
| Participant deferral / active EE | $4,743 | $6,526-27.3% | $8,363-43.3% | $4,028+17.8% |
| Admin fee / account holder | $575 | $7,718-92.6% | $11,614-95.1% | $5,403-89.4% |