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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 | $8,924 | $45,566-80.4% | $64,105-86.1% | $59,633-85.0% |
| Participation rate | 61.3% | 60.2%+1.1pp | 68.2%-6.9pp | 68.7%-7.4pp |
| Annual return | -3.70% | 4.95%-8.7pp | 791.24%-794.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $446 | $934-52.3% | $1,820-75.5% | $2,203-79.8% |
| Participant deferral / active EE | $1,334 | $2,057-35.1% | $2,822-52.7% | $3,192-58.2% |
| Admin fee / account holder | $372 | $3,268-88.6% | $4,499-91.7% | $4,297-91.4% |