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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 | $18,407 | $67,411-72.7% | $91,004-79.8% | $70,126-73.8% |
| Participation rate | 68.2% | 71.4%-3.2pp | 75.6%-7.4pp | 69.5%-1.4pp |
| Annual return | 11.13% | -40.16%+51.3pp | 4.60%+6.5pp | 73.15%-62.0pp |
| Employer contribution / active EE | $981 | $1,786-45.1% | $2,456-60.0% | $2,343-58.1% |
| Participant deferral / active EE | $2,860 | $2,823+1.3% | $3,548-19.4% | $3,332-14.2% |
| Admin fee / account holder | $696 | $4,236-83.6% | $5,417-87.2% | $4,645-85.0% |