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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 | $5,143 | $81,233-93.7% | $155,567-96.7% | $80,874-93.6% |
| Participation rate | 68.0% | 66.2%+1.8pp | 78.2%-10.2pp | 67.6%+0.4pp |
| Annual return | -14.45% | 33.33%-47.8pp | 64.74%-79.2pp | 35.62%-50.1pp |
| Employer contribution / active EE | $756 | $3,101-75.6% | $4,674-83.8% | $2,756-72.6% |
| Participant deferral / active EE | $1,159 | $3,452-66.4% | $5,628-79.4% | $4,297-73.0% |
| Admin fee / account holder | $4,282 | $7,998-46.5% | $15,916-73.1% | $6,935-38.3% |