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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 | $6,552 | $49,280-86.7% | $67,313-90.3% | $64,173-89.8% |
| Participation rate | 67.7% | 60.8%+7.0pp | 69.1%-1.3pp | 69.6%-1.8pp |
| Annual return | -10.27% | -1.39%-8.9pp | -4.08%-6.2pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,024 | $1,668-38.6% | $2,566-60.1% | $2,381-57.0% |
| Participant deferral / active EE | $1,771 | $2,484-28.7% | $3,568-50.4% | $3,470-49.0% |
| Admin fee / account holder | $370 | $3,863-90.4% | $4,507-91.8% | $4,887-92.4% |