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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 | $11,819 | $52,519-77.5% | $155,789-92.4% | $59,633-80.2% |
| Participation rate | 62.5% | 61.7%+0.8pp | 76.1%-13.6pp | 68.7%-6.2pp |
| Annual return | -2.66% | 53.51%-56.2pp | 71.54%-74.2pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $593 | $1,589-62.7% | $3,839-84.6% | $2,203-73.1% |
| Participant deferral / active EE | $1,230 | $3,084-60.1% | $4,798-74.4% | $3,192-61.5% |
| Admin fee / account holder | $1,066 | $3,540-69.9% | $7,477-85.7% | $4,297-75.2% |